...and broadly across the tech semiconductor space, with China moving fast to compete
Hi Michael,
thanks for all the great informative work!
a few Q come to mind:
1. what % of ASML's business is tied specifically to AI?
2. what have been the issues that have been weighing on the company this year, reflected by it's share price of late?
all the best,
good year to all!
Hi Michael,
thanks for all the great informative work!
a few Q come to mind:
1. what % of ASML's business is tied specifically to AI?
2. what have been the issues that have been weighing on the company this year, reflected by it's share price of late?
all the best,
good year to all!