My prediction for color on the call is going to be a massive slowdown from China as the issue. I think it’s just a super cautious guide as I don’t think the stimulus story from China is fully baked in as of yet. Give that some time.
What’s funny if you look at gaming being down and so bad these past few years is more of an issue than anything else I can think of. Console sales are down, gaming is just down bad in general. The PS5 and Xbox 20 years console refreshes is ridiculous when Iphones and Samsung phones and tablets are coming out every year. I think that consolidation with the lack of any type of gaming interest is really hurting the PC market in general.
GTA6 is not coming out anytime soon. It’s all just sad for the gaming market writ large.
There is hope on the horizon however with guess who? Daddy Jensen is about to release the RTX 50** series of cards and hopefully that is what will really break out of this short to medium term rut.
Message from ASML
>”While there continue to be strong developments and upside potential in AI, other market segments are taking longer to recover. It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness. Regarding Logic, the competitive foundry dynamics have resulted in a slower ramp of new nodes at certain customers, leading to several fab push outs and resulting changes in litho demand timing, in particular EUV. In Memory, we see limited capacity additions, with the focus still on technology transitions supporting the HBM and DDR5 AI-related demand. 1 “We expect fourth-quarter total net sales between €8.8 billion and €9.2 billion with a gross margin between 49% and 50% which includes the recognition of the first two High NA systems upon customer acceptance, reflecting progress on imaging, overlay and contrast.
Correct me if I’m misunderstanding the shown infographic. Isn’t it suggesting that the US numbers have drastically decreased?
SergeantSmash on
I’m regarded someone tell me puts or calls?
Options-n-Hookers on
ELI regarded.
Desmater on
Yup, buy the dip in AMD, NVDA, etc.
jcrestor on
This posting was surprisingly unhelpful.
eskay_eskay on
I like turtles
Samjabr on
I don’t know what I’m looking at. And where the damn legend for these charts – the fk is an “Arfdry?”
PeachScary413 on
This just in –
BREAKING NEWS:
A random redditor who can apparently use Google has looked up public information that for some reason was missed by 99.9% of the market participants and is therefore not priced in.
11 Comments
My prediction for color on the call is going to be a massive slowdown from China as the issue. I think it’s just a super cautious guide as I don’t think the stimulus story from China is fully baked in as of yet. Give that some time.
What’s funny if you look at gaming being down and so bad these past few years is more of an issue than anything else I can think of. Console sales are down, gaming is just down bad in general. The PS5 and Xbox 20 years console refreshes is ridiculous when Iphones and Samsung phones and tablets are coming out every year. I think that consolidation with the lack of any type of gaming interest is really hurting the PC market in general.
GTA6 is not coming out anytime soon. It’s all just sad for the gaming market writ large.
There is hope on the horizon however with guess who? Daddy Jensen is about to release the RTX 50** series of cards and hopefully that is what will really break out of this short to medium term rut.
Message from ASML
>”While there continue to be strong developments and upside potential in AI, other market segments are taking longer to recover. It now appears the recovery is more gradual than previously expected. This is expected to continue in 2025, which is leading to customer cautiousness. Regarding Logic, the competitive foundry dynamics have resulted in a slower ramp of new nodes at certain customers, leading to several fab push outs and resulting changes in litho demand timing, in particular EUV. In Memory, we see limited capacity additions, with the focus still on technology transitions supporting the HBM and DDR5 AI-related demand. 1 “We expect fourth-quarter total net sales between €8.8 billion and €9.2 billion with a gross margin between 49% and 50% which includes the recognition of the first two High NA systems upon customer acceptance, reflecting progress on imaging, overlay and contrast.
https://www.asiafinancial.com/china-threatens-to-cut-off-asml-over-new-us-chip-curbs
I need crayon lines to understand this.
Correct me if I’m misunderstanding the shown infographic. Isn’t it suggesting that the US numbers have drastically decreased?
I’m regarded someone tell me puts or calls?
ELI regarded.
Yup, buy the dip in AMD, NVDA, etc.
This posting was surprisingly unhelpful.
I like turtles
I don’t know what I’m looking at. And where the damn legend for these charts – the fk is an “Arfdry?”
This just in –
BREAKING NEWS:
A random redditor who can apparently use Google has looked up public information that for some reason was missed by 99.9% of the market participants and is therefore not priced in.