3 ms·
EU Chip industry : ASML, 2nd to only nvidia, 0.5T mkt cap
by nimchimpsky 4mo ago
EU Chip industry : ASML, 2nd to only nvidia, 0.5T mkt cap
- Foobar8568 4mo agoSTMicroelectronics cries in a corner.
- eckelhesten 4mo agoThey sell the shovels, we need someone actually digging for gold.
- Tade0 4mo agoShovels have always been the better out of the two investments. There were rumours about China grabbing hold of one of ASML's machines, but with no additional information on this it's safe to assume they're still hammering out 7nm chips using DUV at piss poor yields.
- wasfgwp 4mo agoExcept in China’s case where they eventually figured out how to make shovels themselves in plenty of other industries (and likely at some point in the future chip fabrication as well)
- amluto 4mo agoI see no reason to think that CXMT’s yields are poor. Or, for that matter, that Huawei’s yields are a problem.