ASML Holding NVに関するコメント

Initial Thoughts
Reuters is reporting the Dutch government plans to announce its well anticipated China export restrictions on 6/30. We think likely viewed as a surprise negative, the article notes that the U.S. is expected to also announce further restrictions to limit Dutch equipment from ~6 specific Chinese fabs. We would expect these U.S. restrictions to focus particularly on ASML's Cymer lasers...

After years of record capital spending, chipmakers are warning on a weekly basis that demand is sputtering. In the latest sign of trouble, After years of record capital spending, chipmakers are warning on a weekly basis that demand is sputtering. In the latest sign of trouble, Samsung Electronics Co. and Advanced Micro Devices Inc. reported disappointing results within hours of each other that widely missed p...

According to the data company Breakout Point's calculations, Bridgewater, the world's largest hedge fund, has bet $6.7 billion to short European stocks, including a $1 billion short position in the global lithography giant and Dutch semiconductor supplier ASML. It's unclear whether these short positions are pure shorting or a hedge against other bets. Let's take a look at...