#euv lithography

2 stories

#asml #samsung #tsmc #ai demand #business #capital expenditure #chip equipment #euclidean #foundry competition #gross margin #high-na #intel

ASML's EUV Monopoly
Dutch tech giant ASML dominates semiconductor lithography with EUV machines costing hundreds of millions.
MoneyWeek · 2m
ASML vs TSMC: The real picks-and-shovels winner
One company makes the machines, the other runs them. Only one has a true monopoly.
Yahoo Finance · 1m