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Pezi
@Pezi
1Mes
I'm currently staying away from anything to do with AI or semiconductors. The outlook from
$ASML
was poor and ASML, as a machine manufacturer, is the start of the supply chain.
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SemiGrowth
@SemiGrowth
1Mes
@Pezi
However, ASML has given a good outlook for AI machines (EUV)
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news03
@user03
1Mes
@SemiGrowth
right again
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