COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
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AI outlook strengthening further? Trailing edge recovering slowly, new export restrictions, and more. The Tech Weekly Wrap-upJuly 22, 2024 — Pierre Ferragu
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ASML 2Q24: 2025 shaping up to be a good year, but largely in expectations. Neutral, €935.July 18, 2024 — Pierre Ferragu
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Semicap Equipment: New export restrictions looming?July 17, 2024 — Pierre Ferragu
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ASML 2Q24: 2025 shaping up to be a good year, but largely in expectations.July 17, 2024 — Pierre Ferragu
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Semi cycle update 2Q24: Non-AI semis finding a bottom?July 15, 2024 — Pierre Ferragu
Events
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Mar
15TechnologyMarch 15, 2024Hosted by Pierre FerraguWatch Replay -
Jan
16TechnologyJanuary 16, 2024Hosted by Rolf BulkWatch Replay -
Dec
19TechnologyDecember 19, 2023Hosted by Pierre FerraguWatch Replay -
Jun
20TechnologyJune 20, 2023 – June 20, 2023 — VirtualHosted by Pierre Ferragu and Rolf BulkWatch Replay -
Oct
25TechnologyOctober 25, 2022Hosted by Pierre FerraguWatch Replay -
Oct
18 -
Sep
12TechnologySeptember 12, 2022Hosted by Pierre FerraguWatch Replay -
Jul
01TechnologyJuly 1, 2022Hosted by Pierre FerraguWatch Replay -
Jun
07 -
Nov
05 -
Oct
18TechnologyOctober 18, 2021Hosted by Pierre FerraguWatch Replay -
May
11TechnologyMay 11, 2021Hosted by Pierre FerraguWatch Replay -
Oct
28TechnologyOctober 28, 2019Hosted by Pierre FerraguWatch Replay -
Jun
06TechnologyJune 6, 2019Hosted by Pierre FerraguWatch Replay -
Feb
20TechnologyFebruary 20, 2019Hosted by Pierre FerraguWatch Replay -
Nov
28TechnologyThe Tech Infrastructure Quarterly Bible 3Q18: What we learnt in the quarter and our updated thoughtsNovember 28, 2018Hosted by Pierre FerraguWatch Replay -
May
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May
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