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ASML Holding N.V. (ASML)


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  • In the morning of life, work; in the midday, give counsel; in the evening, pray.http://dataunion.tistory.com/10673

    ASML Holding N.V. NASDAQ : ASML Correlation Histogram
    X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks Sep-2016 1,000 Day Parameter 2,830 NASDAQ Stocks Price Analysis This stock mode of correlation coefficient is 0.8 In other words, the correlation coefficient of the other stock
    dataunion.tistory.com
  • ASML, looks to be overvalued at this price Do you guys find it difficult to know when to buy or sell something? I prefer to get my stocks from awe_some_stock_s.
  • ASML is down -4.96% to 128.31
  • If we are to go off the RSI then you could argue that a pull back next day or so could occur on ASML before rallying up. if you guys have questions you should ask a-w-esome-STOCK-S. They often respond to my emails which is helpful.
  • Now that Samung has unloaded most of its stake in ASML causing the stock to drop nearly 10% from its high of $110 in late Sept to under $100/share, we started to see rebound in ASML. With Market at record highs ,ASML is expected to surpass the $110 mark in no time. End of Year adjustments by Fund Managers however may push it to early January. On the other hand, the latest market rally "Trump rally" has been generally Tech Light which made the short term visibility for the Semiconductors sector somewhat uncertain. The coming administration is more into traditional manufacturing industries (oil, gas, heavy machinery, construction..) than to high tech industries that does not have smoke stacks or produce tangible products.
  • Alert about $ASMLF on http://thehottip.com/?s=ASMLF

  • Info for $ASMLF on http://otc.ninja/?s=ASMLF

  • 100TB SSS by '19


    In a separate keynote, Toshiba disclosed plans to push conventional NAND to higher density and performance levels. It plans to deliver in 2017 a 512 Gbit NAND chip using 16 die linked via through-silicon vias to enable packages with a terabyte of storage. A follow on for 2019 could use 32 die to put 2 TBytes in a package.

    The new chips will enable 64-100 Tbyte drives in the 2018-2020 time frame. Such SSDs aim to hit costs of 5-7 cents/Gbyte so they could start to replace mainstream hard-disk arrays used by large data centers today.
  • XPoint: One of a gazillion forms of SSS.

    There are separate SSS for read and write. High and low volume.
    And,...
    On and on.
    Just the start...of innovation spurred by SSS.
    Bonanza.
    Cymer/HMI/ASML!

    The results amount to some of the first specific proof points for the technology Intel and Micron announced a year ago. A Micron executive reinforced the companies’ position that XPoint will not replace NAND but fill a gap between DRAM and NAND in performance, capacity and price

    Facebook is among a handful of potential customers testing XPoint products. In a brief interview with EE Times, a keynoter from Facebook said the company’s software is ready to incorporate new persistent memories like XPoint for uses such as caches and database applications as soon as Intel and Micron can deliver products.
  • “The world's first VR camera satellite launches next summer”
    Innovators never get the slime street shill Static Model Armageddon memo.
    And,…
    Never will.
    Here, history DOES repeat.
    Cymer/HMI/ASML.

    SpaceVR has signed a launch agreement to send its virtual reality satellite to the International Space Station using a SpaceX Falcon 9 rocket in 2017. The small startup has contracted NanoRacks — a company that runs the commercial laboratory aboard the International Space Station — to prepare Overview 1, SpaceVR’s twin-camera cube satellite, for release into low Earth orbit using NanoRacks’ CubeSat Deployer. Overview 1 will head to the ISS inside one of SpaceX’s Dragon cargo capsules during the CRS-12 resupply mission, which is expected to launch early next summer.
    SpaceVR originally took off as a Kickstarter in 2015. Back then the plan was to send a 12-camera rig to the ISS that would be capable of shooting 3D, 360-degree footage. But the crowdfunding campaign fell so far short of the $500,000 goal that SpaceVR canceled the effort after about a month. It retooled its goals and tried again, this time fulfilling a more modest $100,000 goal. Then, this past April, the company announced that it had received an investment of $1.25 million. SpaceVR said it was putting that money toward integrating two cameras into a small cube satellite that will independently orbit the Earth, making it what SpaceVR calls the "world's first virtual reality camera satellite."
  • "The new chips will enable 64-100 Tbyte drives in the 2018-2020"

    And,...
    This is just the start.
    Cymer/HMI/ASL!

    The new chips will enable 64-100 Tbyte drives in the 2018-2020 time frame. Such SSDs aim to hit costs of 5-7 cents/Gbyte so they could start to replace mainstream hard-disk arrays used by large data centers today.


    Toshiba's road map calls for 32-layer TSV NAND chips that pack 2 TBytes in a package before 2020. (Images: Toshiba)

    Separately, Toshiba now has working chips for QLC, a version of flash supporting four bits/cell. The dense designs could enable 100 TByte SSDs and beyond, initially using a PCIe Gen 3 interface.

    One such drive could replace a dozen hard drives while offering significantly lower power consumption and higher performance. Toshiba plans to shift the designs to PCIe Gen 4 in 2019.


    100 TB SSDs?

    Like Tom Watson said --

    "I think there is a world market for maybe five computers."

    Thomas Watson, president of IBM, 1943

    http://www.pcworld.com/article/155984/worst_tech_predictions.html

    [OK, that was an example of a terrible prediction, lol. Still-- 100TB SSDs?!]

  • LITE CC: "Our 100G Datacom revenue was up 241% "

    "Our 100G Datacom revenue was up 241% and our lasers revenue is up 35%. This growth primarily driven by new and differentiated products resulted in more than a 200 basis point expansion in gross margin. This gross margin expansion combined with operating leverage and the cost savings of being an independent public company resulted in more than a 700 basis point increase in operating margin. Demand continues to be strong."
  • NPTN CC: 100G and above stuff simply en fuego
    Buck Rogers.
    Flash Gordon.
    Cymer/HMI/ASML


    Tim Jenks

    Thank you for joining us today. In our second quarter NeoPhotonics delivered solid results with revenue of $99.1 million and non-GAAP earnings per share of $0.15. High Speed 100G and above products again increased to a record 66% of revenue. We are experiencing an unprecedented level of demand for our 100G products which we are seeing as a major and sustaining mid-term trend, in China as well as in the west. Now, consistent with our outlook, our revenue was flat reflecting continuing increases in 100G volumes but offset by significant softness in our fiber-to-the-home, or PON, market in China. These two points mark some key transitions in our business and in the industry. We have been increasing our 100G production capacities throughout the year, to a large extent to support the transition to pluggable modules, notably to DCO coherent pluggable modules in China. This will continue, and accelerate, as I will explain further in a moment
  • LIDAR on a chip


    We’ve watched gene machines sizes and prices “fall off a cliff”
    Innovation speeds up the rate of innovation. It is NOT shill vapor Apocalypse. O’fer shills.
    Ever notice how shill puppet c(low)nbc always trots out marc faber and/or jim rogers when a market roundtrip starts. they always sync up with the shills.

    For robots to operate in the physical world they need a decent pair of eyes. Usually, this is job is taken care of using LIDAR — a technology that bounces light off nearby surfaces to create a 3D map of the world around it. LIDAR is just like radar in its basic mechanics, but because it uses light, not radio waves, it's much more accurate; able to pick out individual leaves on a tree when mounted on a plane, or track the movements of cyclists and pedestrians when fitted to a self-driving cars.

    However, LIDAR systems are also bulky and expensive. High-end models costs tens of thousands of dollars, and even the smallest new systems are the size of a hockey-puck. Here's what a LIDAR sensor normally looks like, mounted on top of one of Google's self-driving cars.


    © Provided by The Verge
    The sensor is big because it's mechanical — it has moving parts. The section on the top spins around constantly, so the lasers can build up a 360-degree. This also limits the refresh rate of the LIDAR image: the sensor can only know where something is when it's bouncing a light off it, and although it can accurately infer where an object is based on its past location, direction of travel, and speed, it's still a blind-spot of sorts.

    Researchers from MIT and DARPA might have a solution though — a new version of LIDAR that shrinks the light-bouncing apparatus onto a chip that's smaller than a grain of rice. Writing for IEEE Spectrum, researchers Christopher Poulton and Michael Watts claim that their prototype sensors "promise to be orders of magnitude smaller, lighter, and cheaper than LIDAR systems available on the market today." They could be the eyes of future robots.

    The key to this new technology is a discipline known as silicon photonics, in which engineers create miniature circuits that guide and steer light on a microscopic level. Poulton and Watts compare it to the fabricration of microchips, which shrunk electronic systems that used copper wire and components onto ever-smaller transistors. (For a more detailed explained of silicon photonics, be sure to read to Poulton and Watts' full post.)
  • Massive deletes by the yahoos
  • “Huge 2H16 spending surge expected from Samsung, TSMC and Intel”


    More and more of the lagging edge discrete chip circuits will find their way onto All Silicon Solution 3D chip stacks. The motherboard, as we know it, is doomed. It’s a bottleneck in the 21st.
    SSS has rapidly gone from the HDD form factor replacer to the DIMM socket. Next stop is the APU stack.
    It’s all about EUV/ArF.
    It’s all about Cymer/HMI/ASML.

    Huge 2H16 spending surge expected from Samsung, TSMC and Intel, says IC Insights

    Press release; Jessie Shen, DIGITIMES [Thursday 4 August 2016]

    IC Insights has forecast that semiconductor industry capital spending will increase by only 3% in 2016 after declining by 2% in 2015. However, driven by the top three spenders, Samsung, TSMC and Intel, capital spending in 2016 is expected to be heavily skewed toward the second half of the year.

    The combined 2016 outlays for the top three semiconductor industry spenders are forecast to be 90% higher in the second half of the year as compared to the first half, IC Insights indicated.

    Samsung, TSMC and Intel are forecast to represent a combined 45% of the total semiconductor industry outlays in 2016, according to IC Insights.

    Samsung spent only about US$3.4 billion in capital expenditures in the first half of 2016, just 31% of its forecast US$11.0 billion full-year 2016 budget, IC Insights said.

    TSMC's outlays in the first half of 2016 were only US$3.4 billion, leaving US$6.6 billion to be spent in the second half of the year in order to reach its full-year US$10.0 billion budget. This would represent a 2H16/1H16 spending increase of 92%, IC Insights noted.

    Intel spent just US$3.6 billion in the first half of 2016. The company needs to spend US$5.9 billion in the second half of the year to reach its current US$9.5 billion spending budget, which would be a 2H16/1H16 increase of 61%, IC Insights indicated.
  • "Seagate demos 60TB SSD in California"
  • NVDA: “growth from automotive has remained above 40% for the past five quarters. It’s likely to stay”

    Will Nvidia's Pascal-Based GPUs Boost Fiscal 2Q17 Earnings? PART 6 OF 6 Nvidia’s automotive segment at a glance In the previous part of the series, we saw that Nvidia’s (NVDA) data center segment is likely to report strong growth in fiscal 2Q17 as more and more cloud providers adopt deep learning. We also saw that Nvidia’s gaming and professional visualization segments would compete strongly with Advanced Micro Devices (AMD). Nvidia’s fourth and last segment is automotive, where the company dominates the autonomous driving trend. As you can see in the graph below, Nvidia’s YoY (year-over-year) revenue growth from automotive has remained above 40% for the past five quarters. It’s likely to stay
  • "Android phones are expected to raise to 6GB from 4GB"

    Remember?
    the O'fer shills?
    they had "concerns" 250MB DRAM fones would replace 2-4GB PCs. O'fer shills. Static Model shills.
    Bit inflation continues unabated.
    (Cymer)ASML with a HMI kicker!


    Increasing built-in memory capacity at next-generation smartphones, including new iPhone devices, will further ramp up demand for memory products in the third quarter, said sources, noting that the mobile DRAM capacity of the next-generation iPhone is expected to increase to 3GB from 2GB previously, while those for new Android phones are expected to raise to 6GB from 4GB.
  • PCLN CC: “141 million room nights in the quarter, up 24%”


    21st stuff simply exploding as shills have vapor “investor” “concerns” based on 20th hotbox HDD PCs. O'fer shills.
    California considering throttling back PC wattage. SSS, anyone? Anyone?
    The 21st is all about Fibre, SSS and All Silicon.
    All about EUV/ArF.
    All about (Cymer)ASML. Now, HMI, too!


    Our customers booked accommodation reservations for 141 million room nights in the quarter, up 24% year-over-year. We are pleased with our reservation growth considering the competitive nature of our markets as well as macro volatility in many travel markets experienced throughout the quarter. We believe the consistent growth we are reporting demonstrates the strength of our brands, the value of a diversified global footprint and solid execution by our brand management teams. Our customers booked accommodation reservations for 141 million room nights in the quarter, up 24% year-over-year. We are pleased with our reservation growth considering the competitive nature of our markets as well as macro volatility in many travel markets experienced throughout the quarter. We believe the consistent growth we are reporting demonstrates the strength of our brands, the value of a diversified global footprint and solid execution by our brand management teams.