ASML is the invisible backbone of the AI and semiconductor revolution. Without ASML: 🚫 No NVIDIA H100 🚫 No AI supercomputers 🚫 No GPT-4, Gemini, or Claude 🚫 No scalable data centers Some incredible facts – Each ASML EUV (Extreme Ultraviolet) lithography machine costs ~
@rohanpaul_ai That's my understanding as well. However nvidia is growing much faster.
@AIEdTalks yeah. Nvidia’s faster growth comes from being the direct seller of AI compute with pricing power and a software moat. while ASML’s growth is capped by how many ultra-complex tools it can build and install each year, as it sells capital equipment to foundries and memory makers.
@rohanpaul_ai ASML doesn’t just make machines — it makes modernity. Every AI breakthrough starts under its lens.
@rohanpaul_ai ASML really is the unsung hero in tech! Their EUV machines play such a crucial role in pushing chip innovation. With costs so high, how do you see their pricing affecting the overall semiconductor market in the next few years? 🤔
@rohanpaul_ai How the fuck are they invisible? Every second GPU related post is about them. They are traded at multiples higher than Alphabet, TSMC, Amazon etc. It's the most well known AI company at this point. Stop spreading negative alpha , the company is literally overpriced
@rohanpaul_ai Within 5 (certainly 7) years, Korea, China and probably Japan and the USA will have ASML equivalents at under 4 nm. Probably at 2.
@rohanpaul_ai @rohanpaul_ai Some trivia - - ASML didn’t emerge from a garage — it started in a leaky, ramshackle prefab shed on the Philips campus in Eindhoven in 1984, so notoriously broken that shipping containers were parked outside to silence the hydraulic oil pumps of their first
@rohanpaul_ai Right, Rohan, ASML's significance is truly mind-blowing, isn't it? It's the silent hero behind all this tech boom, no doubt!
@rohanpaul_ai Medieval guilds 2.0. ASML's the master craftsman holding trade secrets. China's the apprentice who stole the tools but can't replicate the craft.
@rohanpaul_ai I'd value each lithography machine to be priceless not 350m since US and China are willing to threaten war over it
@rohanpaul_ai You forgot who sells the chemicals and the waffles 😏 🇯🇵
@rohanpaul_ai Computaional lithography cool
@rohanpaul_ai Some more cool facts @grok how many droplets lf tin does an ASML EUV melt per second?