ASML monopolist, AI expanding +181% | 2Y oppertunity
ASML is the monopoly Extreme ultra violet machinery company. There is no one close to it's technology or there is no one investing enough to R&D a thing like it. The whole AI datacenter and cloud chip growth depends on EUV machinery of ASML developed in 2013 (>10y of PhD level R&D deveopment). The first new High-NA EUV systems have been deployed at Intel in July 2025 for research purposes and will scale just like the EUV already does to keep pace with moore's law. TSMC has stated it will not yet depoly the machines but has to expand with to 10 year older tech EUV machines just to get the AI chip demand going. AI chip demand at NVIDIA is growing harder than expected comfirmed by latest earnigns of alphabet, microsoft, meta and amazon.
Also don't sleep on BESI a packing machinery wonder due to hydrid bonding technology, which makes 3D chip staking possible.
#GoHighTechNetherlands
Also don't sleep on BESI a packing machinery wonder due to hydrid bonding technology, which makes 3D chip staking possible.
#GoHighTechNetherlands
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.