VDL ETG Eindhoven’s Post

Congratulations ASML on 40 remarkable years of innovation and leadership in the tech industry! As a market leader in semiconductor manufacturing, ASML has continuously pushed the boundaries of what's possible. Their commitment to technological advancement is truly awe-inspiring, and it's been a privilege to witness their evolution over the years. What sets ASML apart is their relentless pursuit of excellence. From pioneering lithography solutions to driving the development of EUV technology, they've consistently raised the bar and transformed the semiconductor landscape. Their dedication to pushing the boundaries of what's possible is not only impressive but also vital for driving progress in our increasingly digital world. One aspect that particularly stands out to me is ASML's ability to anticipate and adapt to industry demands. Their agility in responding to market needs, coupled with their unwavering focus on innovation, has solidified their position as a cornerstone of the semiconductor industry. Moreover, ASML's commitment to sustainability is commendable. By investing in green initiatives and prioritizing environmental responsibility, they're not only shaping the future of technology but also making a positive impact on the world around us. Here's to 40 years of groundbreaking achievements, and here's to many more years of continued success and innovation. Congratulations once again, ASML! #ASML40 #Innovation #Semiconductors #TechLeadership

Proud to be part of progress at ASML Over more then two decades I had the privilege to embrace many opportunities. Working and living in Asia and USA, setting up and improving customer support organizations. Closely working with our customers and our support organizations. Now from headquarters still working with our customers and able to give back to our community as a coach. #progress #coaching #asml #grateful #1stepatime #conciousness #personaldevelopment #boom-coaching.nl

Bicycles of the Mind Why going through #BEST program is unlike anything else? A question I get often asked. Why do the dedicated participants (#mentors and #students) invest so much of themselves? Why does it make sense? What is being achieved? An unusual answer, just as our program was once provided by THE #leader in #creativity and #innovation. He was able to see through it. He called this approach Bicycles of the Mind. Accelerating the #Strength that distinguishes those who can #create and #innovate, again and again, said #SteveJobs. For that, you need to train your #BicyclesoftheMind. Accelerating this is what the Texas Instruments #BESTRobotics #founders had in mind 31 years ago. And we keep perfecting, year after year. (Because) Each of you has this potential to create, from scratch, each time, remarkable creative ideas, never the same, again and again. As we see, year after year. Thank you, Steve Jobs, and THANK YOU to our incredible visionaries from TI. Karl Woolfenden Marty Strong Paul Lutes PE Dr. Jeff Mims Finch Fulton Marco Dondi Avinoam Hadas Peter Labaziewicz

How much does it take to break Silicon Valley's grip on people who don't need to work but can't help themselves? "Have you ever wondered what happens when all the engineers are rich enough to retire? Historically, this was never all that likely but with how big tech companies have been recently performing, it’s becoming the reality and making companies. The most notable example is none other than Nvidia. In fact, the average Nvidia employee is likely worth over $10 million given that Nvidia employees tend to have longer tenures and the fact that the stock has grown hundreds of fold within the past decade. So, what happens when all of these engineers decide to take it easy and retire? Well, ironically this is rarely the situation that ends up happening due to a variety of reasons. For starters, these engineers are constantly surrounded by people who are just as well off, so they never feel the need to retire when no one else has. Moreover, most of these engineers have always lived well below their means and stopped working for money alone long ago. This video explains the rise of engineering deca millionaires and why that may not matter all that much."

Do you consider disruption a positive or a negative? I love the framing of this webinar by Intelligent Transportation Society of America member Jacksonville Transportation Authority to highlight how disruption can bring benefits to people, to businesses, to communities. #THISisITS

Will nVidia double my pension? Academic research suggests a yes. The recent 1-for-10 stock split by Nvidia presents a compelling opportunity for the stock price to increase from $100 to $200. Here's an analysis based on the implications of stock splits and Nvidia's market position and growth prospects. Enhanced Accessibility and Market Perception 1. Increased Accessibility: Stock splits make shares more affordable for individual investors. By reducing the share price from approximately $1000 to $100, Nvidia has made its stock more accessible to a broader range of investors. This typically increases the shareholder base, which can enhance liquidity and attract more retail investors, potentially driving up the stock price. 2. Improved Liquidity: Stock splits often lead to increased trading volumes, as highlighted in the research by Chen and Ausloos (2023). Enhanced liquidity can reduce volatility and make the stock more attractive to both institutional and retail investors. Greater participation can lead to more stable and gradually increasing stock prices. Market Sentiment and Psychological Factors 3. Positive Market Sentiment: Stock splits are generally perceived positively in the market. They signal confidence from the company's management about future growth. Historical data shows that stocks often experience a post-split rally as investor sentiment improves. This psychological effect can play a significant role in pushing Nvidia’s stock price higher. 4. Analyst Upgrades and Investor Attention: Following a stock split, companies often receive increased attention from analysts and media. Positive analyst coverage and increased media exposure can contribute to higher stock valuations. Nvidia, being a leader in the technology and semiconductor industry, is likely to benefit significantly from this increased visibility. Nvidia's Strong Fundamentals 5. Market Leadership and Innovation: Nvidia is a dominant player in several high-growth markets, including gaming, data centers, and artificial intelligence (AI). The company’s GPUs are critical for AI applications and deep learning, markets that are expected to see exponential growth. Nvidia’s continued innovation and expansion into new technologies like autonomous vehicles and the metaverse position it well for sustained revenue and profit growth. 6. Robust Financial Performance: Nvidia has demonstrated strong financial performance, with consistent revenue and earnings growth. The company's recent quarterly results have often exceeded market expectations, and its forward guidance remains optimistic. Such strong fundamentals are likely to support a higher stock price post-split. 7. Strategic Acquisitions: Nvidia's strategic acquisitions, such as Mellanox Technologies and ARM (pending regulatory approval), have bolstered its market position and technological capabilities. These acquisitions are expected to drive significant synergies and growth, contributing to a higher valuation.

#TSMC #USA #chipsact #MarkLiu #semiconductor #semiconductorindustry ** Interesting analysis about Mark Liu resignation related to TSMC US Fabs ** It looks like it was driven by the US to speed up Arizona Fabs ** So, we can guess there is a war in TSMC between the pro and anti US, as we saw it few months ago ** Basically, from the latest internal meeting in Washington DC, the US government got confirmation from all the US Fabless companies that Intel will never be able to match TSMC or SEC in the Foundry business ** This convinced the US government that they need TSMC Fabs in Arizona to have free hands in Asia to move against China by 2025 ** As the US is pushing for TSMC to build up advanced Fabs and to transfer the latest technology nodes in the US, that will destabilize TSMC that Business is very Taiwan centric ** TSMC managed to be the very only semiconductor Foundry business in the world with no match ** As the US toys with TSMC for their own geo-political interests, we may see TSMC going down in a near future ** Finally, not SEC, neither Intel will dethrone TSMC, but the US may break it as they use it as a pawn in their political game https://lnkd.in/gbP-QS4P