Taiwan semiconductor risk as US-China flashpointRevived after 45 quiet weeks.
ThenThe guest argued that the risk of a kinetic war between the US and China is rapidly decreasing, removing a major overhang that had made Chinese equities 'uninvestable'.NowThe structural concentration of advanced semiconductor manufacturing in Taiwan creates a critical single point of failure for global technology and geopolitical stability.What finance podcasts are saying aboutASML HoldingASMLNASDAQ
According to Zortix's podcast index, ASML Holding (ASML) has 48 attributed ideas on record from finance podcasts, but none aired in the 30 days to 11 Sep 2026.
- Mentions · 7d
- 0
- Mentions · 30d
- 0
- Mentions · 90d
- 20
- Episodes · 30d
- 0
- Shows · 30d
- 0
- Vs prior week
- 0
- Discussion depth
- Substantive discussion
As of 12 Aug 2026
Ask Zortix about ASMLKey facts
- Exchange
- NASDAQ
- Sector
- Semiconductors
- Industry
- Special Industry Machinery, NEC
- Headquarters
- Dr Veldhoven, Netherlands
- Fiscal year ends
- 31 December
- Formerly
- Asm Lithography Holding Nv
Listing and registration facts from public registries · SEC EDGAR filings for ASML. Not a rating, forecast or recommendation.
Stance mix · podcast discussion
0 BULLISH · 1 BALANCED · 0 BEARISH
15 JUNWEEKLY · 90D10 AUG
Counts of attributed podcast discussion · not a rating, forecast, or recommendation
Latest ideas · headlines, attributed
12 AUG12 AUGTOP TRADERS UNPLUGGED · CHARLES-HENRY MONCHAU
11 AUG11 AUGEXCESS RETURNS
7 AUG7 AUGMONETARY MATTERS WITH JACK FARLEY · DEIYA
FLIPPEDMONETARY MATTERS WITH JACK FARLEY · CHANGED ITS VIEW SINCE JULYOpen in Zortix →Thesis and listen link in the app
The Callback on ASML
What they said then, and what they are saying now.
Definitions
- Mention
- One attributed idea naming this ticker, extracted from a podcast episode and dated by the episode’s air date. How we count →
- Attributed idea
- A specific argument a named speaker made on a named show — never an aggregate opinion, never Zortix’s view. What qualifies →
- Discussion depth
- How thoroughly an idea was argued on the episode, from a brief mention to a core thesis — a description of the conversation, not a rating of the stock. The bands →
- Stance mix
- Counts of attributed ideas by the side each argued on this name — bullish, balanced, or bearish as the speaker put it. A tally of the conversation’s sides, never a combined score, a rating, or Zortix’s view.