Have you seen the High-NA EUV machine ASML is working on? This is what is going to drive ASML. This is the machine that will make the best chips over the next 10 years. It will etch chips we dream of today. No competing machine will approach what it will be doing. It is so mega there are national security implications surrounding it and where in the world they will be allowed to be placed. Hence the fabs being built in the US atm. The secret to ASML is not to be found on the balance sheet. Held it for a while 2 years then sold it because am a fool. By 2030 they will probably be making terminator robots with High-NA brains. We know what happens after that.
Have you seen the High-NA EUV machine ASML is working on? This is what is going to drive ASML. This is the machine that will make the best chips over the next 10 years. It will etch chips we dream of today. No competing machine will approach what it will be doing. It is so mega there are national security implications surrounding it and where in the world they will be allowed to be placed. Hence the fabs being built in the US atm. The secret to ASML is not to be found on the balance sheet. Held it for a while 2 years then sold it because am a fool. By 2030 they will probably be making terminator robots with High-NA brains. We know what happens after that.