4 ms·
AMAT (Applied Materials) would be company representing the US in this space. AMAT and ASML sell mostly complimentary semiconductor equipment to TSMC/Intel/Sams
by somethoughts 4y ago
AMAT (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.