Video yükleniyor...

Video Yüklenemedi

Bu video yüklenirken bir sorun oluştu. Bu geçici bir ağ sorunundan kaynaklanıyor olabilir veya video kullanılamıyor olabilir.

Ana Sayfaya Dön

$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 görüntüleme • 7 ay önce •via X (Twitter)

Bilim & Teknoloji Finans

Anya Rossi• Live Now

Private livecam show

15 Yorum

🌿 lithos profil fotoğrafı

🌿 lithos7 ay önce

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

James LEE profil fotoğrafı

James LEE7 ay önce

2026 Q1 South Korea

Richard Medina profil fotoğrafı

Richard Medina7 ay önce

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 profil fotoğrafı

Lunar Think Trade7 ay önce

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 profil fotoğrafı

AI Visionary@CEOTech AI7 ay önce

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

Max - Genius Investor profil fotoğrafı

Max - Genius Investor7 ay önce

everyone talks about $NVDA smart money watches $ASML

AK profil fotoğrafı

AK7 ay önce

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

Jeff Farmer profil fotoğrafı

Jeff Farmer7 ay önce

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 profil fotoğrafı

XelaTradeInvest7 ay önce

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 🍆 profil fotoğrafı

cellardoor 🍆7 ay önce

Demand mostly from memory makers $mu

Jen 🇺🇲 🐸🦄🚫🤴🏽 profil fotoğrafı

Jen 🇺🇲 🐸🦄🚫🤴🏽7 ay önce

Copper.

MktPulse profil fotoğrafı

MktPulse7 ay önce

LRCX?

Satya profil fotoğrafı

Satya7 ay önce

$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 🇦🇺 profil fotoğrafı

Brad van Leeuwen 🇦🇺7 ay önce

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 profil fotoğrafı

Alexandre Chateaub7 ay önce

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

Benzer Videolar

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

108,568 görüntüleme • 1 yıl önce

$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 görüntüleme • 3 ay önce

$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 görüntüleme • 10 ay önce

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 görüntüleme • 1 yıl önce

$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 görüntüleme • 10 ay önce

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 görüntüleme • 10 ay önce

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 görüntüleme • 3 ay önce

$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 görüntüleme • 9 ay önce

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 görüntüleme • 4 ay önce

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 görüntüleme • 4 ay önce

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 görüntüleme • 1 yıl önce

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

Jensen Huang says Vera Rubin is now in full production and the supply chain is already twice the size of Grace Blackwell. $NVDA is officially ramping full AI factory systems with CPUs, GPUs and co-packaged optics built directly into the rack.

Shay Boloor

70,283 görüntüleme • 5 ay önce

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

$AMKR is hitting new ATHs after they announced a 10-year agreement with $TSM to expand advanced semiconductor packaging and testing capabilities in Arizona, strengthening the U.S. chip supply chain. The partnership aims to support growing AI and high-performance computing demand by increasing advanced packaging capacity and speeding time to market for customers.

Sam Badawi

30,821 görüntüleme • 4 ay önce

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Jensen Huang says $NVDA has “the largest supply chain in the world” but AI demand is still outstripping global capacity. The bottleneck is memory, compute, power and the physical buildout required to turn AI demand into usable capacity.

Shay Boloor

89,906 görüntüleme • 5 ay önce

🇹🇼 The AI boom runs through Taiwan. According to 2026 research from King’s College London, $TSMC produces more than 90% of the world’s most advanced semiconductor chips. Those chips power AI accelerators, data centers and high-performance computing. The AI race may be global, but one of its most critical dependencies is concentrated on a single island. Taiwan is NOT just part of the AI supply chain. It is one of its BIGGEST chokepoints.

🇹🇼 The AI boom runs through Taiwan. According to 2026 research from King’s College London, $TSMC produces more than 90% of the world’s most advanced semiconductor chips. Those chips power AI accelerators, data centers and high-performance computing. The AI race may be global, but one of its most critical dependencies is concentrated on a single island. Taiwan is NOT just part of the AI supply chain. It is one of its BIGGEST chokepoints.

Coin Bureau

48,069 görüntüleme • 1 ay önce

Here are 20 companies that will dominate the AI age: 1/ ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods. With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology. As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.

Here are 20 companies that will dominate the AI age: 1/ ASML $ASML is revolutionizing the semiconductor industry by enabling chipmakers to produce the world’s most advanced processors with atomic-scale precision. Shrinking transistors to fit more power into smaller chips faces fundamental physical limits. The industry struggled with escalating costs, slower innovation cycles, and diminishing returns from older lithography methods. With $ASML, the process is radically different, its extreme ultraviolet (EUV) lithography machines use cutting-edge optics and physics to etch circuitry at the nanometer scale, enabling faster, more energy-efficient, and more powerful chips. This breakthrough is the backbone of progress in AI, cloud computing, smartphones, and virtually every advanced technology. As AI spreads to all aspects of our economies, an ever-growing number of chips is needed, driving demand for ASML machines and maintenance services.

Ray Myers

307,502 görüntüleme • 1 yıl önce

Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’

Does anyone realize that if SpaceX pulls this off, Terafab would become the largest building ever constructed by floor area? More than 100 million square feet of manufacturing space, over 5x the floor area of the current largest building on Earth. I wanted to wait before reporting because news was coming out quite rapidly after the until announcement. SpaceX and Tesla are planning to invest roughly $16.8 billion in the initial buildout in Grimes County, Texas. It will manufacture, package and test advanced logic and memory chips under one roof because their combined demand is expected to exceed 1 terawatt of compute, more than the current global supply. The buildout is already so massive that ASML, (the only supplier of the most advanced EUV lithography machines) is factoring Terafab demand into its own 2027 and 2028 capacity plans. Elon’s rough estimate is that 25% of its AI compute output will go toward Tesla Optimus and the other 75% toward AI spacecraft. ASML has to plan years in advance for the sheer amount of chipmaking capacity Elon wants for robots and ‘ai spacecraft’

Chris

81,804 görüntüleme • 3 ay önce

The Week Ahead In Technology for April 13, 2026. $TSM and $ASML report: the two biggest reads on AI semiconductor demand. Section 232 tariff deadline could reshape chip imports. OpenAI vs Anthropic rivalry escalates on revenue and compute.

The Week Ahead In Technology for April 13, 2026. $TSM and $ASML report: the two biggest reads on AI semiconductor demand. Section 232 tariff deadline could reshape chip imports. OpenAI vs Anthropic rivalry escalates on revenue and compute.

Patrick Moorhead

19,464 görüntüleme • 7 ay önce

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

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

Marcos Milla

13,840 görüntüleme • 5 ay önce

Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that older $NVDA GPUs quickly lose their value. Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year. The same logic extends to $NBIS, $CRWV and $IREN because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.

Mark Zuckerberg says “the value of even an H100 at this point is higher than it was last year” as AI compute remains scarce challenging the idea that older $NVDA GPUs quickly lose their value. Thats also why Meta benefits from owning its data centers because it can keep using GPUs long after they're fully depreciated instead of paying cloud providers year after year. The same logic extends to $NBIS, $CRWV and $IREN because if GPUs remain productive longer than expected then they can generate more revenue from the same hardware without needing to replace it as quickly.

Shay Boloor

99,508 görüntüleme • 1 ay önce