ASML

dontknow_anything

I am pointing that out only. Nvidia needs TSMC and TSMC needs ASML. Nvidia directly doesn't need ASML. They don't do fabrication.

avds_wisp_tech

> is just TSMC for Nvidia Without ASML, TSMC is nothing. You know that, right?

dontknow_anything

ASML and TSMC, is just TSMC for Nvidia. The issue with him being poached would be a lot of senior architects, scientists and engineers will flee with him. Nvidia stock has peaked. A lot more people would shift with him.

selahhh

Yes of course they are investing heavily in their own semiconductor industry because of the sanctions. And they will double down on their investments when Lutnick inevitably gets canned in the next few weeks and the trade war resumes over the export restrictions that Huang and him fought to keep away. It is not delusional to think Chinese companies are a few years from becoming competitive but it is absolutely insane to assume like so many comments here that ASML and all of these other semiconductor companies having competition is a bad thing.

unwildimpala

I think Jensen answered why it's a lousy analogy. And why cars was a lousy analogy. Computing is so much different and most of the world is locked into Nvidia now for AI. You can't just get to their efficincies or architecture just by looking at a chip. Whereas Iphones you can break down (and they only do their own architecture) and cars is completely different since they use old chips anyway which is why China canass manufacture them. It does seem a bit like bullying and I would be wary of China copying most tech, but Jensen is right here I think about GPUs. AI companies think they can get market dominance which is why they're valued so highly, which is idiotic I believe. But what's not idiotic is that anything else related to chips can result in market dominance. Nvidia dominate GPUs, ASML the chip machines through lithography. There's been plenty of market dominance in the past in RAM, CPUs etc. you can dominate a market in computing by being early, cheap, efficient and ofc always innovating which has been the downfall of many computing companies.

AmoebaPuzzled8390

They can poach whole NVIDIA and it wouldn't change a thing, since they don't have 2 main components in advanced chip production, ASML and TSMC.  Agree or not. Main issue here was that he was selling end product of that whole process to Chinese, while avoiding sanctions and at the same time causing GPU shortages to US companies (and their allies), while  also making it possible for China to develop their own models using those GPU's

crevicepounder3000

I don’t even know if it is a good counterpoint because compute is interchangeable the same way going from a very nice car to a lower-quality car. Regardless, the interviewer’s point is that China can learn, by having the product imported, reverse engineer it and vastly scale production. Yes ASML chip fabs, yes NVIDIA keeps innovating….etc but you don’t need to have the absolute best nuke to cause devastating damage

BreathPuzzleheaded80

Nvidia doesn't have any trade secret worth giving to China. China's bottleneck is chipmaking equipment (EUV), which is why the US also banned ASML from selling it.

JonniGamesGer

ASML, SK HYNIX, SAMSUNG, TSMC Voting is open

gr8uddini

ASML has a monopoly on EUV.

Garbage-Disposal-938

thanks for your comment. it's interesting to learn that some of the top engineers at ASML and Zeiss simply returned to China to work in companies there! I guess Jensen Huang wanted to keep selling chips to China through a backdoor because he knew the Chinese market would not want Nvidia chips for much longer. Chinese firms will just make their own equal chips for a lower price. that market is closing down for Nvidia. Jensen is a corporate American hero not some kind of spy victim.

Mrripleyg

ASML

Wonderful-Savings768

Pretty much every man with power cheats. It's biology. Look at what King David did to get the wife of Urian the Hittite and then his last days with Abishag. It's a tale as old as time. And if we really cared that much about ethics, then how is it that the Epstein papers didn't tank the stock market? Explain Palantir. Explain Eli Lilly. And trade secrets? Come on, as if China had the ASML machines it needs to manufacture the chips. And the whole LLM business is built on stealing anyway, but suddenly stealing is bad.

Mustatan

This, and doesn't even need any kind of spying to find out, TSMC is part of huge eco-system for chip fabs and China is main supplier for the parts that make TSMC work. Of course they know about the fabs and design processes from unavoidable shared knowledge, last pieces of teh puzzle are just EUV and Zeiss special sauce with the optics, and they figured that out too. (A lot of the top people at ASML and Zeiss just went back home and recruited in Chinese firms, and China just went different routes to EUV, it's very advanced tech but multiple ways to do lithography like that). This maybe the real big story hidden by the cover story. A few months ago China began clamping down hard on Nvidia and AMD imports even while supply their own models with more and more advanced GPU's, made domestically. That only happens with their own chips at Nvidia's level or better, though for clear reasons they aren't publicly talking about that.

Mustatan

Not even 3-4 years, they literally have prototype EUV's now and it's matter of scale-up. They kept it huge secret even from their own researchers in different labs but things gradually leaked out. The key is they didn't rely on the same tech like ASML and Zeiss developed, they went different routes to EUV so have same litho ability but different tech. And then brought in many of the guys who did developed the original EUV tech in Netherlands and Germany, literally ASML's chief of design was recruited couple years ago, so also able to use conventional route. (And a lot of TSMC's own manufacture ironically relies on parts made in China too so learned things that way). They've been keeping tight controls on any more leaks to help keep trade disruptions to minimum and they'd still like to buy from ASML direct, even with China's own EUV ASML is best in the business but it got clear they had their own sub 3nm at least for low level manufacture earlier this year, when China began clamping down heavily on Nvidia imports. The irony here is any effect of Jensen's fling was before this year and now China doesn't even need the GPU's anymore. That's maybe the real big story got hidden by the cover story. China began heavily limiting NVDA chips early in 2026 and make massive shift to their own GPU's, with capabilities of 2 and 3 nm. They could only do that if not only their own fabs and EUV but also with enough scale up to mass produce at least a big portion of the GPU's for train their own advanced models. Even if not at the scale of TSMC, they clearly have the basic manufacturing capacity and something to build on, But for clear reasons they're not talking about it much.

gr8uddini

ASML, they make the machines that TSM uses to make the chips.

-Dixieflatline

There's no comparing chip manufacturing to any other manufacturing. The complexity is so vast, and the machines so intricate that there's a reason why there's only one ASML, TSMC, and Nvidia right now. Even if China had all of Nvidia's IP, it would take them 3-4 years to get to the level of fabrication required to make current chips, and I'd assume Nvidia would still be 3-4 years ahead by that point. It's not like these companies are just sitting around waiting for everyone to catch up.

TrainDonutBBQ

I can appreciate that you acknowledge the idea of him being charged with treason is extreme. Thank you for not actually arguing such a hyperbole. But I still think the whole situation is media sensationalism. China's chip industry has already demonstrated the capability to reverse engineer these chips, and has also demonstrated they have no problem acquiring them, brand new. The only reason they can't manufacture them in large quantities is because the US has made it impossible for them to acquire lithographic machines from ASML. As far as jeopardizing national security goes, it has yet to be demonstrated that these chips represent even a vague benefit to national security. This sounds an awful lot like the nuts and bolts argument used for industry the US wants to promote. The US must remain a leader in nuts and bolts, otherwise we won't be able to build tanks. The US must remain a leader in AI, otherwise... [insert something allegedly likely to occur] See the problem? We're dealing with such hypotheticals here.

Lynorisa

Yeah, it was already in the news way back when Singapore suddenly accounted for like 22% Nvidia's revenue in a 2023/2024 quaterly report. All the news articles were about students smuggling GPUs, Singaporean firms getting caught reselling millions worth of them, and the consensus that Singapore way just buying way too many GPUs than their projected datacenters could use. Too many people have goldfish memory here thinking this ancient news is new. Not to mention, the worse-case very implausible scenario that designs were leaked, China still can do fuck all with them unless they have ASML's EUV and a TSM fab.

H4RZ3RK4S3

They need TSMC and the newest ASML machines to build the chips. What are they supposed to do with schematics, if they can't build them?

H4RZ3RK4S3

But that's also no new news. China is trying to do so for years, with only reasonable success. There largest bottleneck is that they are not able to create machines sophisticated enough to build the chips. They can't remake TSMC and ASML.

ifyoureadthisurfat

ASML big red at opening, -3%

Common-Concentrate-2

Unless he gave her secrets AND a few EUV lithography machines from ASML, which are each about 1/3 billion dollars each, with 3 year backlog, there isn't much they can capitalize on.

streamofthesky

I've managed to tank the entire utilities sector, Kioxia, SK Hynix, Samsung, Micron, ASML, Enbridge, and most recently oil refiners (CRAK ETF). All within the past 6 months. Everything I choose is doomed. It's a talent, apparently.

Dmoan

It’s not like China is going to stop investing in developing their own gpu just because US has opened the gates to import anything they want. They been trying for a decade or so that’s why we limited ASML machines and even then they were able to work around by reverse engineering the existing GPU

Spac55

$INTC $AMD $NVDA $MU $SMH $AVGO $AMAT $LRCX $ASML & many semis holding big market cap, earnings down when negative sentiment spreads all. Rogue agents AI slow down IPO to raise cash Big CEO scandal When bubble bursts, more fraudulent exposure come to surface, push down whole sector

Hot-Measurement-119

sony, green brick, Esab and ASML.

Lynorisa

Jensen was hiding an entire TSM fab and ASML EUV machine inside his laptop. It's like the police box from Doctor Who.

Mustatan

China has it's own EUV already, it's mostly been prototype but it's coming online and scaled up the way they always do, already making own GPU's and memory chips. Why do you think they scaled down and then basically stopped buying Nvidia's GPU"s and supplies from Micron and Hynix? They could do that becuase they got their own pipeline already. They still prefer to buy the machines from ASML because they're best at what they do, and upstream of everything else. (Including even TSMC and Nvidia). But they knew they couldn't rely on that supply so they made their own, fast as they always do. Shouldn't be too surprising since so many of the top guys at ASML and Zeiss are themselves Chinese and helped develop the tech, so they're just going home full knowledge of EUV tech they themselves developed. Not hard to see how they made it themselves, and many more forms of it. And China scales up fast, they're completely dominant in EV's now in less than a decade of really getting into the market, when most of "the smart people" said it would take 30 years. Just pure copium to think they wouldn't figure out the fabs for this.

eiretaco

I think you may have butted in here and gotten your wires crossed. The comment I was replying to said that Chinese AI is behind - this is true I followed up his comment agreeing and pointing out that china can not produce the chips to compete, as they are at least 10 years behind ASML who have a 100% global monopoly on extreme ultraviolet (EUV) lithography systems - this is also true. You mentioned something about anthropic and their IPO valuation or something, I was kind of confused as to the relevance of the comment ma I made replying to the above... You are also correct that china used Nvidia chips - because they cant make the equivalent indigenously - but they are not the latest generation, those have strict export controls precisely to keep china behind.

eiretaco

Dunno why your being down voted... thats facts. They cant produce the chips, they are litterally like 10 years behind ASML. Much bigger gap again. They do a remarkable job with what they have and their models are competitively cheap, but they are not at the frontier.

ifyoureadthisurfat

im gonna need ASML to sell machines to CHYNA

TreGet234

For months, Nvidia held up while the chip suppliers halved. Then the front row gave way too: – Nvidia -24% $nvda – TSMC -27% $tsm – ASML -32% $asml – KLA and Lam -57% $klac $lrcx $amat The most liquid winners get sold last. When they go, the sellers are running out of things to sell.

0018andrew

ASML?

streamofthesky

Micron (-19%): it'll hit that price target any day now... Kioxia (-60%): I'm still here out of sheer spite and self-loathing at this point... Enbridge (-12%): I thought this was my "safe" investment! ASML: Actually, I'm no longer down on this one as of today. Yay! FLKR (Samsung and SK Hynix; -14%): They're "bargains" supposedly. SOXX (-16%): It'll come back... any year now...

streamofthesky

Congress has been on ASML's ass for the past year because they sell last gen DUV machines to China (the EUV machines are not)... as they have for a decade. Congress in its infinite wisdom wants them to suddenly cease selling to China, which in turn means China is encouraged to develop their own machines. MEANWHILE, the literal CEO of the biggest company on earth is helping smuggle advanced chips directly to the CCP? Well, that's just great. Thanks for hurting my investment for nothing, Congress and Nutlick.

mrwimsely

Intel, ASML, ring the bell, my stocks are not doing well :pray:

Fickle-Praline-5683

ASML

temploaf

Massive waste of budget. She could have made eye contact for two seconds and I would have handed over the ASML blueprints.

SupermarketAntique32

China also honeypotted ASML employees

mulletstation

Bro thinks China has ASML machines

Nictel

On the internet. (ASML is listed on the Amsterdam stock exchange as well which is open)

Nictel

ASML +0.5% but sure this is gonna crash

Soffatjockisen

Lets just hope the CEO of ASML isnt getting honey-potted by a chinese spy too, then we are proper fucked lmao

Ok-Chapter8930

A friend of mine told me a Uber driver in Amsterdam told him he bought ASML stock to get rich. I sold my position on the same day I heard that story. The AI play was 3 years ago, now ETFs are better that those stocks. You can also move to stocks that the AI trade has dried up to make money from the rotation.

filitupagain

The 5nm ASML machine is half full.

Davemusprime

I get it, though. She's a great choice to be a spy. Good thing ASML are the ones with the real secrets.

ArQ7777

Will this impact other AI stock prices like TSM and ASML?

XCaliber609

Hello fellow electrical engineer! I have a bachelors in it too and am about to finish my PhD in physics. Which is why the whole datacenter in space things triggers me so much xd. AI tech definitely is promising. Just like how the internet did indeed change the world. But that didn't stop the economic/financial side of the world from screwing things up in 2000. AI is here to stay no matter what, and it will almost certainly change the world. But I think just like back in 2000, most of the companies trying to ride the hype train will drown. The few that do make it do so by either tanking the crash (mag 7? but will they be relevant afterwards?) or doing something novel (like how google overtook yahoo). Sure SWE seems to be one of the biggest actual use case for the AI we have right now, but surely that does not justify the amount of money going into AI development. The whole industry seems to be fueled by debt that is following the AGI hype. Something we actually don't know what its use case will be, or how it will change things. Only that it will be disruptive. Heck I've heard some say (Musk or Altman?) that money as a concept or its scarcity will be obsolete. Idk what that even means let alone how we plan for something like that. If we even take it at face value that is. My intuition is that while the software/architecture parts of AI still have much to grow (for better or worse lol), we are reaching hardware limits. Be it transistor size, sheer volume, or power requirements. And these are the places where the opportunity for novel tech showing up is largest. Like ASML and its HNA EUV lithography or nuscale and its small modular fission reactors. Or MSFT's Natick if it hadn't been scraped :'(. But thats not where I see the money flowing into. So far, we have ignored these limits and gone all in on maximizing volume, which I doubt will work anymore. We can't put datacenters near established infrastructure where power is cheaper, due to societal/political pressure. Underground seems too expensive. Underwater near coastal infrastructure seems to be most realistic, but freaking space is what is getting the most hype. And just ignoring these hurdles and hoping the status quo will just keep growing limitlessly and give infinite returns seems like mindless degenerate gambling to me.

Impossible_Falcon962

Then let's talk about ASML

Legitimate-Let687

I think Musk recently cried for help from TSMC. They might be able to build it on their own in 30 years with the right team and a bit of luck. Chip production lines is the most complex business in the world. You should watch some documentaries about TSMC and ASML to get an idea.

FullstackSensei

They're anything but helpless. This view is why the west is slowly losing to China in pretty much every field. Western automakers laughed off their Chinese counterparts 15 years ago, look where they are today. Same happened with western robotics firms. Sure they bought a few key players, but they have far surpassed western countries in robotics in the years since. Having physical access to a machine doesn't mean you can easily reverse engineer it. There's still a ton of software IP you can't get access to, which is really where the 20 years of R&D ASML spent are. Those machines need to be online and talk to ASML all the time, from ASML white-listed IP addresses. Despite what the US administration has said, ASML has repeatedly said all their EUV machines are accounted for, with known locations. So, even that claim that China has somehow smuggled a machine is questionable at best, for all the above reasons. You don't need to steal a machine to build a replica, assuming you have the supply chain to do it. That's not even a trade secret. ASML had been talking about these machines for literal decades before they got them to work. What China is actually doing is building a domestic supply-chain for EUV, everything from the precision optics (which Zeiss does for ASML, and Zeiss themselves rely on a deep supply chain in Germany for that), the nano-second pulsed lasers, to all the precision piezo actuators that need to handle the extreme accelerations and weights involved, while maintaining accuracy. China has already demonstrated a research-scale EUV light source, made with an entirely domestic supply chain. This is about where ASML was in 2012 or so. They have all the money they need to fast track development and close the gap in half the time or even less vs ASML.

Individual-Round2767

That was my response to the post that CCP won't be able to do shit. I know CCP isn't naive it's just that they are helpless. Even if they poach a few people they still can't compete with companies like NVDIA. Remember the incident where they tried to copy the ASML machine and got fucked. Even with all the engineers they can poach they still couldn't reverse engineer the lithography machine that ASML makes

Mediocre_Gap2236

Even if he gave her the fucking blueprints where does china make them lol? You need TSMC and ASML

EpicOfBrave

Nvidia is a chip designer. Microsoft can also design chips. At the end TSMC builds the chips with technology from ASML and memory from SkHynix, Micron and Samsung. Microsoft will continue to improve their chips. If your AI infrastructure is not affordable then the AI will never be profitable.

jumphh

S&P fell 4% yesterday. VIX approached 30. Inflation/employment are on target. 10-yr has been dropping and indicates people are fearful. Fed is behaving as expected. Iran war has been priced in for months. There is no news other than the Dems sweeping midterms - which we don't yet know the legislative impact of - yet the market decided it was game over for the entire AI trade (including TSM and ASML which there are literally no real alternatives for). But yes bro, just keep waiting for a nuclear winter because anything else "isn't a real correction" 😂

tired_ani

I think I am in the market for CW and GEV if there’s an extended drawdown. Apart from positions in all the hyperscalars . TSM is already my largest position, SNPS is a big position for me and I own some ASML. So no point fishing for direct AI exposure

Ok-Poetry-4721

The fact they still haven’t surpassed TSMC despite being on the latest ASML node is saying something

Cruzzi

ever heard of ASML?

Ancient_Sort5820

What did you buy? I havent started yet. Considering more ASML tomorrow

Domingues_tech

Yes. ASML.

NonStopGravyTrain

Dumped 15k each into ASML, AMAT, LRCX, and KLAC. I'm going to retire years early off this panic!

dIO__OIb

semi conductor fire sale - even if AI tanks, the need for chips is still at all time high. it’s like no one remembers the shortage during covid. last, it’s take years to get a fab up and running. ASML and TSM all in and what the hell does QTUM big drop have to do with AI?!?

ConsistentOriginal82

first time doing stocks. bought some vanguard and ASML. down 10% in my port in last 6months. we will come back right?

_-Event-Horizon-_

I mean do you not own any tech stocks? I don’t get the hate for wanting things to go down. (Get off on harming others?? lol) My biggest tech holding is Apple and I increased my stake after I saw that they were not as willing as others to burn piles of cash without clear idea how to turn profit on it. I own most others as well (Microsoft, Google, Amazon, Nvidia, ASML), but stopped buying a couple of years ago.

NevilleTheGreat

Accumulating a massive stake in ASML and NVDA. Not for scared people but seems legitimately like a great opportunity. No need to rush either tho

Heigebo

Tell that to my ASML stock hahaa

autumnbreeznleaves

This is gonna sound like an old guy, but this is why I decided to build my port like building a house. I am also big into the AI trade, but I decided to go w/ more index ETF's. I believe the AI trade isn't dead; but we are going to have sector rotations from time to time that are gonna feel like you got kicked in the balls. I have 75% of my port b/w $VT which I consider my foundation and $VXUS which is my support. I have 15% in the Pacific Asian semi heavy ETFs such as $EWJ, $VPL, and $EWY. I consider that 15% as building my garage. Than I have another 10% in speculative stocks. I consider that 10% as my deck. You need to build your portfolio's foundation and support first. And I am gambling heavily here with a very heavy World ex US port since I believe international stocks will outperform US stocks during this AI data center buildout due to the SK hynix, TSM, Samsung, ASML, etc of the world being heavily weighted in $VXUS and $VT compared to US indices such as $VTI or $VOO. And my port hasn't been fun to look at for the last 2 months. I don't know what you own; but it sounds like you are also an AI riverboat gambler so I'd look at putting new money into building a position in $VT. One huge mistake that I have made in the past is feeling like I had to continue to BTD in the same stocks to make sure I bought the bottom. The problem is we have no idea where the bottom is. It's better to put new money towards a foundation like $VT, $VTI, or $VXUS. If you are right all those stock positions you already own will eventually rebound anyway. But you don't want to get wiped out during these brutal sector rotations by continuing to BTD in the same stocks. It's possible they all rebound tomorrow. But it's also possible they all don't hit their bottoms until a year from now. I would bet on the rebound being sooner rather than later, but I can't guarantee that. Sorry for my long reply.

PhasedVenturer

ASML is back to being a dogshit stock, I guess

___-_--_-____

maybe ASML leaps are worth a few bands to risk on rn

Independent-List-242

Does ASML finally want to break below the $1,500 level?...

Haxxxxx

NVIDIA and ASML cheap AF right now wow

nah_bro_not_interest

buying KLAC LRCX ASML TSM SNDK and a few others.

aBadBandito

Invest in semiconductor fabricators (TSM/Samsung/Intel). This is such a technologically advanced process that there is a huge moat around new market entrants (baring China subsidized entities, but they are still (hopefully) years behind what advanced western fabs can produce). The reason this tech is so important is that it is done using reflected light to cut traces into semiconductor wafers. To ELI5, these traces are the physical pathways that electrical signals signals take to make it to their destination. These destinations are used for logic operator decisions like add/subtract/divide/etc. That is for simplistic terms the hardware basis for all AI (and non AI digital applications as well). The reason the light is used to make these traces is that they are so small (fractions upon fractions the size of a human hair) that mechanical processes like extruding conductive material directly onto/into the wafers are no longer pheasable. Thus, arguably the most advanced piece of technology humans have ever made is used to pack millions/billions of these onto very small wafers that fit into processors inside of your computer/iphone/servers. Being smaller means you can pack more of them, making your computer/phone/server more powerful and capable of performing more complex logic faster. Again, Important as AI is all a mathematical algorithm that is calculating statistical probabilities. Outside of the semi fabs themselves, one company makes the piece of equipment used to make the light traces, ASML (another potentially good investment). Outside if these, memory is another hardware that is required for AI and also uses some of the aforementioned advanced processes. MU/SKHY to name the big ones.

markpreston54

ASML is a bit too expensive though, I don't think it is too implausible to drop 10% on a bad quarter

Cilantro_Larry

If it comes down by 10%, I'll buy more. TSM is by far my favourite company in the AI sphere, along with NVDA, ASML, and AVGO.

Not_A_Spi

TSM, NVDA and ASML are all major players in the semiconductor industry, so if they all started falling that sharply, the entire market would probably be in trouble.

BladeFireQ

TSM, NVDA and ASML will never dump like crazy in a day because they are the structure of the Semis history, if you see one of those -10% you will see the entire market bleeding like crazy, the only new that I see making that happen is Recession or the Hypers saying that AI is shit and they won't be putting more money into it

SanDisk_Made_Me_Rich

There are several supply chain issues on the horizon from a lack of domestic energy strategy (Nuclear Grid Investment and Alternate Power sources to supplier manufacturing capacity which is limited. When you have TSM ASML NVDA as well as numerous other suppliers saying 'sold out' someone is not getting their goods. These are natural roadblocks to achieving the spend targets. Then add on the self-induced NIMBY efforts and the outright moratoriums and you have a recipe for China to take the lead. They have built the power infrastructure that we need and they don't have the political roadblocks.

autumnbreeznleaves

There has always been the possibility you're right. This is why you have to know what you're buying and what is in those funds. $VXUS will be hit if the AI cap ex bubble does pop like you think it will. But the fund's largest stock holding is $TSM @ 4.2%, Samsung @ 2% and Sk and ASML around 1.5% each. You are looking at 10% market cap in semi or AI stocks in the top 10 stocks in the fund. Now compare that to the $QQQ. $NVDA, both Googles, Microsoft, Micron, Amazon, META, and AMD come in at 36.5% market cap concentration. I'm not including Apple. Now if you bought $VT over $QQQ or $VTI those same 8 stock market caps are pushed down to approx 15 % of the fund/ETF. Now you will have to add in SK, Samsung, TSM, ASML but the AI/cap ex spending market cap stock risk is still reduced. The fact that I am now being downvoted as much as you are means that we might both be onto something here. Cheers.

ShiddyVideos

ASML

ReserveDrunkDriver

The USA's MATCH Act has huge potential implications if ASML has to write China down to "zero" long term!

OneTwoThreePooAndPee

I actually picked up hyperscalers leaps for Jan 28 on Fri. I think chips might see a bit of a hit Monday based on OpenAI's failed debt raise, as they're a major source of money flowing through to Nvidia/TSMC/MU/SKHY/ASML/INTC/etc. But it could be good for the hyperscalers who have their own cash flows and stronger underlying businesses.

WickedSensitiveCrew

Feels like OP played it super safe. Top 3 is Mag 7. Intel US governent hold a position and 5 is a top memory company. Then the fine print "Broadcom, Vertiv, Arista Networks, GE Vernova, TSMC, ASML". It would be fun to see a thread for those instead of just another buy Mag 7 thread on here.

Pension2options

It's in addition to B&H. I got ASML at mid $600 last year and still holding. Overall, because of the far OTM, it's a nice "free" side money--check the win rate ;)

mayorolivia

I don’t think your argument is credible. ASML and TSMC pretty much have monopolies and no one can call them commodities. They’re not safe?

Idkmanitcouldwork

Bruh, I agree, what is their source? *Ai flag ship USA company NVDA down 11% in one month during earnings season, Intel down 30% in one day, ASML down 15% in one month, AVGO down 9% in a month, GOOGL down 19% in one month, consumer staples up 9% in one month* *with the highest mortgage rates in 20 years.* *“Source???” LOL*

bilingualbunny

Yea its all shares, alot of more degen shit tho, AAOI, APLD, MU, ASML, HPE, WDC. Unlucky I guess.

Spac55

BigTech are global. They have big cashflow. They saw future with AI adoption As big cash flow growing. They keep spending for AI-infrastructure build up Look coding jobs, now all coding by AI $MSFT $META $GOOG $AMZN $NVDA $AMD $AVGO $ASML $QQQ $SMH $SPY Watch liquidity today

Satan-himself666

ASML one of the strongest stocks. Buying and holding for at least 10 years!!

Lonyo

1. Don't give a fuck about the USA 2. TSMC has a modern US fab, and Micron has US fabs 3. ASML isn't US based and sells the equipment needed to make the chips

StoneCrusaderRequiem

Bro, I fucking bought a “dip” on MU, ASML, and AMD like 6+ months ago and it’s been nonstop psychological torture. Sure it’s been slightly up a couple times, but why even sell for my measly gains? Then there are days like today, where I question how the fuck can the “only” company behind ALL the best chips be such a goddamn yo yo. Market is gay, I’m not crying, just raging in the casino

shokolokobangoshey

IIRC they deliberately bought ought ASML’s fab inventory a few years into the future specifically to keep the gear out of enemy hands

IronyElSupremo

Could get very similar results with vanguard’s VUG “Mega-cap” growth with only a 0.03% annual er. Throw in a little of their new VDG (ex-US developed growth) for QQQ’s ASML component etc.. and Samsung/Sk Hynix to boot.

Sea_Ebb4695

Everybody loves dumping the FAANGs and the hyperscalers. But no one’s dumping TSM or ASML 🧐🧐🧐🧐curious….

TheTastefulOuting

Viettel running a fab is wild, like asking a phone company to build a space shuttle. no buildings no ASML deal no timeline that holds up and theyre somehow surprised 2027 is slipping away the satellite imagery still showing trees where the cleanroom should be is the part that gets me. at least pour some concrete before you start talking about pilot production

ryzetard

ye sure gyna won with their cutting edge ascend chips that are heavily restricted compared to blackwells because SMIC the chinese ASML is like 20 years behind actual ASML. huwaei catches up only because they glue a shitton of these chips together in a rack. So whats the downside if you can just slap a shitton of chips together? energy, its like using up 4 times more energy. gyna is nowhere near competing with asml and nvidia, at least for now

JHgrandgerard

Like others said, a canceled slot mostly goes to the next customer in line. The bigger risk is a downturn, when customers push orders out all at once. I only count backlog once it turns into sales and cash, so delays don't keep me up at night. ASML's last reported backlog was €38.8B, end of 2025

A_Credo

Decades? With an S? Fucking lol. CXMT did it in less than 10 years without ASML giving them an EUV machine. Now imagine a new company in Europe or America with funding and no regulations. God you people sound dumber and dumber with every comment. Just fucking LOL. Hahahahaha

zer00eyz

In the case of ASML, I dont think any of its customers are even close to being at risk of folding. TSMC, SAMSUNG, HYNIX, INTEL( this is the small one) The memory space? That gets dicey and where you might see some customers fold. MU is pretty broad in its customer base they got burned by apple once and have wised up since.