COMPANY
ASML
ASML:NA
Primary coverage by Pierre Ferragu
Research
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Supermicro scare, Auto semi correction, ASML’s order slump, 5G cycle, and more. The Tech Weekly Wrap-up.April 22, 2024 — Pierre Ferragu
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Chinese WFE imports down 17% in 1Q24. Our quick take.April 20, 2024 — Pierre Ferragu
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ASML 1Q24: Pullback in orders; China revenues normalizing; limited near-term upside. Neutral, €890.April 18, 2024 — Pierre Ferragu
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ASML 1Q24 QT: Pullback in orders; China revenues normalizing; limited near-term upside.April 17, 2024 — Pierre Ferragu
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Semicap and the AI cycle: How does the HBM boom impact WFE spending?April 12, 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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