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 buy & depoly the newest machines jet, but has to expand with the 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. The whole AI data center growh depends on 2013 asml tech machines, and they already have a new tech High-NA EUV machine, just figure.
Also don't sleep on BESI a packing machinery wonder, due to hybrid bonding which makes stacking 3D chip structures possible.
#GoHighTechNetherlands
Also don't sleep on BESI a packing machinery wonder, due to hybrid bonding which makes stacking 3D chip structures 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.