@BrianHoward 3 weeks ago
ASML looks like it is leading the way again
ASML looks like it is leading the way again
i’ve been following the recent news about those new high-NA systems and it's pretty impressive to see the demand picking up. do you think is going to stay ahead of the curve as everyone tries to expand their chip capacity? i'd love to hear what you all think about their current momentum.
@IsabelLynn 3 weeks ago
i'm curious to see how the logistics of shipping those massive machines works out. asml is definitely a long-term play for many of us.