9Mon·

My little one today #boersengehandelteralltag


After 2 months, we were finally able to find and rectify a fault, and now the customer here in Ländle can once again produce mirrors for EUV lasers and thus $ASML (+4.37%) supply.


During the breaks, we had a look at the competitor machines from $AME (+1.27%) to see what they do better or worse.


I would like to take this opportunity to recommend the following article to you, somehow not everything is bad in our economy if you have a 15-year head start with the EUV system


https://www.nzz.ch/wirtschaft/von-wegen-europa-ist-abhaengig-von-asien-und-usa-ohne-die-deutsche-trumpf-geht-nichts-in-der-globalen-chipindustrie-ld.1757415


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1 Comment

I have Ametek and ASML in my portfolio, it's always nice to see something of your investments in real life.
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