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ASML

https://www.telepolis.de/article/ASML-als-Schluessel-Ohne-diese-Technik-funktioniert-Musks-Terafab-nicht-11321222.html


Indirectly, I do benefit from Crazy Musk. $ASML (+0,3 %)


Another indirect investment will follow on June 29 with the spin-off of Honeywell Aerospace. (I will only place a first tranche)


Perhaps even my seemingly boring $LIN (+1,3 %) might even find a catalyst again.

As one of the most important strategic partners for commercial space travel, Linde has invested around 100 million US dollars in the construction of a new air separation plant in Brownsville, Texas.

Right next to the SpaceX Starbase.


Space travel is an extremely lucrative market for gas companies like Linde - gases are absolutely vital for the launch of a rocket, but account for only a tiny fraction of the total launch costs. So SpaceX is not cutting corners here.


But, of course, the segment currently only accounts for around 1-2%.

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3 Commentaires

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Yummy why ASML +8% today?
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@Smudeo see link 🤗✨
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@Roccola601 The gatekeeper of the chip industry
ASML manufactures the only EUV (Extreme Ultraviolet) lithography systems without which no modern logic chips can be produced. TSMC, Samsung, Intel - they all depend on these machines.

A low-NA EUV system costs around 235 million US dollars, the latest high-NA version even costs up to 400 million US dollars.

Every wafer on which AI models are later trained passes through an ASML scanner at some point. The company is no ordinary supplier - it is the bottleneck of the entire AI supply chain
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