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$ASML is the AI kingmaker because $TSM cannot make $NVDA most advanced GPUs without its EUV systems. It just raised full-year guidance to $43B from $41B showing AI chip demand is still running well ahead of supply.

Shay Boloor

458,421 subscribers

188,816 次观看 • 6 个月前 •via X (Twitter)

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🌿 lithos 的头像

🌿 lithos6 个月前

More big EUV orders coming this year. All 5 need to replace a large chunk of their fleet.

James LEE 的头像

James LEE6 个月前

2026 Q1 South Korea

Richard Medina 的头像

Richard Medina6 个月前

We need $TSM to expand their capacity in Arizona. The supply constraint story isn’t ending anytime soon and is bullish for both $TSM and $ASML

Lunar Think Trade 的头像

Lunar Think Trade6 个月前

With AI acceleration moving up the stack and not just GPUs, $TSM controls the entire supply chain. Whoever owns the die still needs to rely on $TSM, whether it is memory $MU, CoWos, Interconnects, CPUs... etc. $TSM and $NVDA have the distribution to outpace Moore's Law.

AI Visionary@CEOTech AI 的头像

AI Visionary@CEOTech AI6 个月前

Hello, everyone in the GPU manufacturing chain are important. Not just ASM

Max - Genius Investor 的头像

Max - Genius Investor6 个月前

everyone talks about $NVDA smart money watches $ASML

AK 的头像

AK6 个月前

ASML should simply ask for more for its machines. Double it

Jeff Farmer 的头像

Jeff Farmer6 个月前

ASML is the semi production capital equipment producers. These capital equipments have much long working lives. Therefore, any new sales by ASML, is essentially for chips production EXPANSION.

XelaTradeInvest 的头像

XelaTradeInvest6 个月前

So why is its share price falling today? I have seen this with so many good earnings reports and great companies recently! I hold a sizeable holding of the Eu version and that closed circa - 4.5% today.

cellardoor 🍆 的头像

cellardoor 🍆6 个月前

Demand mostly from memory makers $mu

Jen 🇺🇲 🐸🦄🚫🤴🏽 的头像

Jen 🇺🇲 🐸🦄🚫🤴🏽6 个月前

Copper.

MktPulse 的头像

MktPulse6 个月前

LRCX?

Satya 的头像

Satya6 个月前

$NVDA ‘s PEG of 0.45 is it underestimated?? The growth story is still intact and the $ASML Full Year guidance update is an early indication!!

Brad van Leeuwen 🇦🇺 的头像

Brad van Leeuwen 🇦🇺6 个月前

The hardware spend story and the software spend story are moving together. ASML guidance up, AI tool spend per company up 100% in 12 months. When chip demand stays ahead of supply, the software layer on top only gets more expensive to use — and harder to track.

Alexandre Chateaub 的头像

Alexandre Chateaub6 个月前

$ASML #investing #trading #finance #stock #stockmarket #business #TSXV #Nasdaq #Stocks #TechStocks #wallstreet #AI #artificialintelligence

相关视频

TWO MONOPOLIES THAT POWER $NVDA 1. $TSM is the AI factory that makes more than 90% of the world’s most advanced wafers. 2. $ASML is the AI kingmaker because every LLM, GPU stack & advanced chip is built using its machines.

TWO MONOPOLIES THAT POWER $NVDA 1. $TSM is the AI factory that makes more than 90% of the world’s most advanced wafers. 2. $ASML is the AI kingmaker because every LLM, GPU stack & advanced chip is built using its machines.

Shay Boloor

108,560 次观看 • 1 年前

$ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing. Its lithography systems act like ultra-precise printers that create the tiny circuit patterns used in advanced chips and ASML remains the only company producing EUV machines at scale. $TSM cannot manufacture $NVDA Blackwell or Rubin GPUs without those systems which means nearly every dollar flowing into advanced AI compute ultimately passes through ASML’s equipment.

$ASML has become one of the clearest ways to invest in the global AI chip buildout because it controls one of the most important bottlenecks in semiconductor manufacturing. Its lithography systems act like ultra-precise printers that create the tiny circuit patterns used in advanced chips and ASML remains the only company producing EUV machines at scale. $TSM cannot manufacture $NVDA Blackwell or Rubin GPUs without those systems which means nearly every dollar flowing into advanced AI compute ultimately passes through ASML’s equipment.

Shay Boloor

62,457 次观看 • 3 个月前

$ASML is projecting ~$55B in revenue by 2030 with gross margins approaching 60%. That only works because every advanced chip built by $TSM and designed by $NVDA still has to pass through ASML’s tools. ASML remains the AI kingmaker.

$ASML is projecting ~$55B in revenue by 2030 with gross margins approaching 60%. That only works because every advanced chip built by $TSM and designed by $NVDA still has to pass through ASML’s tools. ASML remains the AI kingmaker.

Shay Boloor

91,506 次观看 • 10 个月前

Trump confirming $TSM $100B investment is a major catalyst 👇 • $AMD & $NVDA gain from expanded AI chip capacity • $AAPL secures iPhone chip supply • $AVGO benefits from rising networking chip demand • $ASML gets more lithography tool orders

Trump confirming $TSM $100B investment is a major catalyst 👇 • $AMD & $NVDA gain from expanded AI chip capacity • $AAPL secures iPhone chip supply • $AVGO benefits from rising networking chip demand • $ASML gets more lithography tool orders

Shay Boloor

273,469 次观看 • 1 年前

$INTC showed $ASML EUV lithography tools from its new Arizona fab during the Core Ultra Series 3 launch. ASML remains the AI kingmaker

$INTC showed $ASML EUV lithography tools from its new Arizona fab during the Core Ultra Series 3 launch. ASML remains the AI kingmaker

Shay Boloor

49,547 次观看 • 9 个月前

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. —- Weekly robotics and AI insights. Subscribe free:

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. —- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

99,899 次观看 • 10 个月前

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. ——- Weekly robotics and AI insights. Subscribe free:

These machines don’t look like they build the future of AI. But they do. What you are seeing is not an industrial robot just move. It is part of the process that makes the world’s most advanced chips possible. TRUMPF laser systems are used to manufacture key components for ASML’s EUV lithography machines. ❗️Without this step, modern AI hardware would simply not exist. • They machine parts with nanometer-level precision • They enable the optics and components needed for EUV lithography • Their stability directly affects chip yield and quality • No TRUMPF lasers, no ASML EUV. No EUV, no advanced AI chips. It is easy to focus on GPUs and models. But the real bottleneck sits much deeper in the industrial stack. ——- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

43,443 次观看 • 2 个月前

$ASML EUV tools print features as small as ~13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell, $AMD MI300, $AAPL M4, $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASML’s machines or you don’t make advanced chips.

$ASML EUV tools print features as small as ~13nm making them essential for manufacturing AI chips. Every chip like $NVDA Blackwell, $AMD MI300, $AAPL M4, $GOOGL TPU & $AMZN Trainium requires EUV lithography. You either use ASML’s machines or you don’t make advanced chips.

Shay Boloor

57,766 次观看 • 8 个月前

ASML shares rise as Europe's most valuable company raises its annual sales forecast for the second time this year because of surging AI spend driving demand for its chip-making machines. Tom Mackenzie and Dasha Afanasieva report

ASML shares rise as Europe's most valuable company raises its annual sales forecast for the second time this year because of surging AI spend driving demand for its chip-making machines. Tom Mackenzie and Dasha Afanasieva report

Bloomberg

42,471 次观看 • 3 个月前

ASML, the world's biggest supplier of computer ‌chip manufacturing equipment, raised its 2026 financial forecasts and said it will expand capacity after AI demand drove better-than-expected second-quarter earnings

ASML, the world's biggest supplier of computer ‌chip manufacturing equipment, raised its 2026 financial forecasts and said it will expand capacity after AI demand drove better-than-expected second-quarter earnings

Reuters

53,165 次观看 • 3 个月前

ASML's EUV machine is one of the most complex machines ever built by humanity. Some *insane* stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → $ASML is the *only* producers of EUV machines in the world. → Shipping a single EUV machine requires 40 freight containers, three cargo planes, and 20 trucks. → Each EUV machine costs around $200M, consists of more than 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. → The next generation High-NA EUV systems have been shipped to $INTC and $TSM and costs closer to $400M. This is human ingenuity at its best. Thanks Intel for the fab tour!

ASML's EUV machine is one of the most complex machines ever built by humanity. Some insane stats about it: → Without EUV machines, it's impossible to manufacture cutting-edge chips for things like $AAPL iPhones, $NVDA GPUs, and $AMZN data centers. → $ASML is the only producers of EUV machines in the world. → Shipping a single EUV machine requires 40 freight containers, three cargo planes, and 20 trucks. → Each EUV machine costs around $200M, consists of more than 100,000 parts and weighs 200 tonnes. → The mirrors inside (supplied by Zeiss) are said to be the flattest objects ever produced. If scaled up to the size of Germany, the largest unevenness would be a tenth of a millimeter. → The next generation High-NA EUV systems have been shipped to $INTC and $TSM and costs closer to $400M. This is human ingenuity at its best. Thanks Intel for the fab tour!

Quartr

76,853 次观看 • 1 年前

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Shay Boloor

70,283 次观看 • 5 个月前

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Sam Badawi

30,821 次观看 • 4 个月前

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89,906 次观看 • 5 个月前

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Coin Bureau

48,069 次观看 • 1 个月前

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Ray Myers

307,502 次观看 • 1 年前

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Here’s why $EUV is a $100 ETF… In order to make the next generation of chips even more intricate… ASML $ASML had to develop a way to generate a type of light that does not naturally occur on Earth’s surface called EUV… Extreme UltraViolet 10 Stocks to benefit from this bottleneck… 1) TSM $TSM 2) ASML $ASML 3) Lam Research $LRCX 4) Corning $GLW 5) Applied Materials $AMAT 6) Ciena $CIEN 7) Lumentum $LITE 8) KLA $KLAC 9) Coherent $COHR 10) MACOM $MTSI

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13,840 次观看 • 5 个月前

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94,562 次观看 • 8 个月前