this post was submitted on 16 Nov 2024
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ASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2030, Driven By Huge AI Demand (wccftech.com)
submitted 1 day ago by Alphane_Moon to c/hardware
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[–] Alphane_Moon 3 points 1 day ago

I think ASML will be fine even if the AI bubble pops in the next 12-18 months. We don't if this will hapen, but we have yet to see these $100 of billions in capital investments results in significant revenues.