Meet ASML — The Dutch Company Powering AI Chips And Next-Gen Computing 🤯💻
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YouTubeTechie Sapien
Meet ASML — The Dutch Company Powering AI Chips And Next-Gen Computing 🤯💻
Meet ASML, The Dutch Tech Giant Whose EUV Machines Manufacture The Powerful Chips Behind Modern AI, Smartphones, And Next-Generation Computing 🤯💻 ASML is the Dutch technology company behind the world’s most advanced semiconductor manufacturing machines. Their Extreme Ultraviolet (EUV) lithography systems are responsible for producing ...
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ASML Holding Products
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How ASML turns molten metal into the world's most powerful chips.
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India's $11 Billion Semiconductor Leap: Tata-ASML Mega Fab in Dholera | India Today
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ตอนแรกเราคิดเลยนะ “ใครจะซื้อเครื่องจักรแพงๆ บ่อยๆ ซื้อทีใช้เป็น 10 ปี” แต่พอไปอ่าน Annual Report ของ ASML จริงๆ กลับรู้สึกว่าธุรกิจนี้ลึกกว่าที่คิดมาก รายได้ไม่ได้มาจากขายเครื่องอย่างเดียว แต่ยังมี maintenance, calibration, spare parts, software upgrade ตามมาอีกยาวๆ ตอนนี้ยังมี backlog รอส่งมอบเกือบ €38.8B ทั้งที่ผลิตไม่ทัน เลยเริ่มเข้าใจว่าทำไมหลายคนมองว่า ASML เป็นหนึ่งใน moat ที่แข็งที่สุดของโลกเทค แต่อีกมุม ความเสี่ยงเรื่องจีน cycle ของอุตสาหกรรม ทุกคนคิดไงกับหุ่นตัวนี้ ? #อย่าเป็นคนเก่งที่ร
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