4 ms·
Ok, and? No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?
by bruce343434 4y ago
Ok, and?
No but on a serious note, can someone give some context? Is there something special about these numbers that is newsworthy?
- hardware2win 4y agoIt comes from ASML They and TSMC are one of the hottest companies that additionally do hard engineering instead of social medias or ads
- somethoughts 4y agoAMAT (Applied Materials) would be company representing the US in this space. AMAT and ASML sell mostly complimentary semiconductor equipment to TSMC/Intel/Samsung (semiconductor manufacturers/fabs)
- iruoy 4y agoI wouldn't call ASML's products complimentary. They are the only machines capable of EUV lithography. Without EUV, nodes smaller than 7nm wouldn't be possible. But even before EUV they were the leading manufacturer of lithography machines. They deliver to all the big players like TSMC, Samsung and Intel. They are so important/valuable that the US government is negotiating with the Dutch government to ban ASML from selling EUV machines to China.
- terafo 4y agoThey are negotiating DUV ban. EUV is banned for years now.
- m00dy 4y agoI remember bridgewater shorted ASML for big positions for no reason and then the news broke out that US government banned ASML from selling some stuff to China.
- cma 4y agoThey were already able to ban, because ASML's EUV effort partly came out of a DARPA/US-industry consortium (EUV LLC from the 1990s).
- nwiswell 4y agoThey're complimentary products because lithography isn't useful if you don't have Etch, CVD, PVD, ALD, CMP, Implant, etc.
- ShuffleBoard 4y agoNeither AMAT nor ASML sell complimentary equipment. They sell vituperative, emotionally eviscerating, angry-at-the-world equipment. Now I think their product lines complement each other nicely on a fab floor.
- mitthrowaway2 4y ago> They and TSMC are one of the hottest companies that additionally do hard engineering instead of social medias or ads I really like the way you put this. Finally, a company actually worthy of being called a "technology company"!
- kryptiskt 4y agoASML has a monopoly on Extreme UV lithography machines which are needed for top end chips. So it's a pretty good picture of where investment in chip fabrication is heading.
- bdcp 4y agoASML has many eyes balls on it, due to the potential in stock prices
- fredski42 4y agoIncluding the eye balls of Biden
- capableweb 4y agoRather, ASML makes some equipment that you literally cannot get from anywhere else, and the stock price is reflecting this.
- comboy 4y agoThey may be the most important/irreplaceable company in the world.