What podcasts say about Antonella Frongillo

Every statement, with the speaker, the exact quote and the moment it was said.

What Antonella Frongillo has said on podcasts

7 statements · 4 positive · 3 negative

on Semiconductor production capacityNegativeOct 14, 2026· Bloomberg Tech
Capacity is the key constraint preventing the semiconductor value chain from matching strong demand.
“the whole value chain, the key constraint to match demand which remains very strong.”
Listen at 7:19
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on Artificial intelligence deploymentPositiveOct 14, 2026· Bloomberg Tech
AI deployment is driving a multi-year semiconductor technology upcycle.
“It's a multi-year upcycle.”
Listen at 8:27
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on ASML valuationPositiveOct 14, 2026· Bloomberg Tech
ASML’s current valuation looks appealing.
“now valuation looks very appealing in my view.”
Listen at 10:52
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on ASMLPositiveOct 14, 2026· Bloomberg Tech
ASML stock should trade above its historical average.
“So the stock should trade above the historical average.”
Listen at 11:14
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on ASML share pricePositiveOct 14, 2026· Bloomberg Tech
Further earnings upside could prompt ASML share-price re-rating.
“the potential further upside ahead could prompt a relating of the share price.”
Listen at 11:43
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on ASML China regulatory restrictionsNegativeOct 14, 2026· Bloomberg Tech
Investors fear the new regulatory constraint could have a double-digit impact on ASML.
“investors are fearing that this implementation of this new regulatory constraint could have an impact, a double-digit impact on ASML.”
Listen at 12:49
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars
on $21 billion semiconductor investmentNegativeOct 14, 2026· Bloomberg Tech
A $21 billion investment would not buy TSMC, Samsung, or Intel one plant.
“$21 billion if your TSMC or Samsung or Intel isn't enough to even buy you one plant.”
Listen at 19:17
Open the episode · ASML Boosts Outlook as AI Chip Demand Soars

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.