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It doesn’t ASML’s EUV money printer has nothing to do with their ability to deploy that money in illiquid investments instead of to their own shareholders ASM
by yieldcrv 5mo ago
It doesn’t
ASML’s EUV money printer has nothing to do with their ability to deploy that money in illiquid investments instead of to their own shareholders
ASML buying equity in one company in tangentially related industry (just because they’re in Europe and the pickings are slim in both offerings and growth capital) has nothing to do with any synergy or integration with ASML’s utility (and bottleneck) to the chip supply chain
remember when you were studying for standardized tests as a teenager? this is what the high scoring answer would be
- stingraycharles 5mo agoA friend of mine works for ASML and it’s suggested they were nudged quite heavily “from above” to make this investment, rather than it being an actual strategic play by ASML. Basically “sovereign EU AI” is the play here.
- yieldcrv 5mo agoa cursory understanding of the subcontinent's abysmal venture capital ecosystem and bloc wide risk aversion would have anyone reach the same conclusion
- sho_hn 5mo agoRight, because the US and Chinese governments don't do/encourage any strategic investments into critical technologies. Somehow people are only upset when Europeans dare to do the same.
- yieldcrv 5mo agoBecause the European ecosystem is a joke for reasons that are dumb and this is a symptom There’s nothing to say when the party does an investment thats their system they have total control in a state capitalist society that raised their population on marxism And the US ecosystem is diverse to have relevant purpose built vehicles doing private investments, in conjunction with various public market operations by the state
- throw1234567891 5mo agoIf your friend is working for ASML, they should not be telling you any of that.
- petcat 5mo agoPeople on here just make stuff up
- throw1234567891 5mo agothey do, indeed