Intel is still one of the biggest clients of ASML and they were the first to receive their newest machines. Like you i see aa brighter future. They are investing a lot for the moment in a changing landscape but i think the push of USA gov restrictions on companies like ASML and it's clients will benefit Intel. Would TSMC receive the same type of machines already, or only for their new plant in USA ?
@@victorhinvesting to my knowledge, they haven't, still running with first series of ASML machines, like Samsung. Intel is only one receiving the new ASML machines this year. Intel owns 15 % of ASM while TSMC only has 5% stake. Once the new TSMC plants in USA will be ready they will probably also receive the new ASML.
They'll most likely never be a championship team again....because they are the in the same division as Dallas. Dallas hasn't been great, but they're better than Washington. Now, Intel may be okay one day but I believe I'll stand on the sideline on this one and watch. Mainly because I'm a dividend guy and since no dividend soon, no Mike sooner....:)
I am looking forward to the NFL season starting in a few weeks. And, I hope Intel gets their business fixed, I am a fan of companies that built the economy we enjoy today.
Thank you for the insightful analysis.
Thanks for watching!
Intel is still one of the biggest clients of ASML and they were the first to receive their newest machines. Like you i see aa brighter future. They are investing a lot for the moment in a changing landscape but i think the push of USA gov restrictions on companies like ASML and it's clients will benefit Intel. Would TSMC receive the same type of machines already, or only for their new plant in USA ?
I don't know if TSMC had updated their ASML machines, but they likely will in the USA.
@@victorhinvesting to my knowledge, they haven't, still running with first series of ASML machines, like Samsung. Intel is only one receiving the new ASML machines this year. Intel owns 15 % of ASM while TSMC only has 5% stake. Once the new TSMC plants in USA will be ready they will probably also receive the new ASML.
😂😂 Great analogy. Thanks for covering.
Glad you enjoyed it!
They'll most likely never be a championship team again....because they are the in the same division as Dallas. Dallas hasn't been great, but they're better than Washington. Now, Intel may be okay one day but I believe I'll stand on the sideline on this one and watch. Mainly because I'm a dividend guy and since no dividend soon, no Mike sooner....:)
I am looking forward to the NFL season starting in a few weeks. And, I hope Intel gets their business fixed, I am a fan of companies that built the economy we enjoy today.