ASML and lam research's dependence on Asian countries and explicitly China is really blatant
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@User03 Not that high after all. At least at ASML. The share of sales/profit will become smaller and smaller and the coveted new EUV technology, with which $ASML already earns most of its money, will not go to China anyway. And since new export restrictions are to be expected, ASML will also rely less and less on China. So for me, the issue is pretty negligible in the medium to long term.
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@Baisse-Jumper well, a good third is pretty cool 😅
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@User03 As I said, it's just old technology. The topic will no longer play a role in the long term. And as an investor, I am only interested in the medium to long-term perspective.
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