Michael, I'd be interested to hear your thoughts on ASML Holding N.V. So many people focus on Nvidia but it seems like ASML is even more important than Nividia. As you know this company has a monopoloyg on the EUV Lithographs that etch the circuity in Nivida Chips. Who else is developing this technology? It seems like the EUV is the headwaters, with everybody else downstream in the development of these hi tech AI GPUs.
They remain in a prime position just like Nvidia, but in a different segment of course. And yes, they will see long term competition from China, as the US curbs force China to build their own tech internally, hardware and software. Same issue for Nvidia and many other US companies. But it'll take years to play out. In the meantime, ASML remains in a key position globally outside of China. More on this here: https://michaelparekh.substack.com/p/ai-key-role-of-asml-in-ai-tech-wave?utm_source=publication-search
Michael, I'd be interested to hear your thoughts on ASML Holding N.V. So many people focus on Nvidia but it seems like ASML is even more important than Nividia. As you know this company has a monopoloyg on the EUV Lithographs that etch the circuity in Nivida Chips. Who else is developing this technology? It seems like the EUV is the headwaters, with everybody else downstream in the development of these hi tech AI GPUs.
They remain in a prime position just like Nvidia, but in a different segment of course. And yes, they will see long term competition from China, as the US curbs force China to build their own tech internally, hardware and software. Same issue for Nvidia and many other US companies. But it'll take years to play out. In the meantime, ASML remains in a key position globally outside of China. More on this here: https://michaelparekh.substack.com/p/ai-key-role-of-asml-in-ai-tech-wave?utm_source=publication-search
Thanks.