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
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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