ASML, the chip equipment manufacturer, believes that global semiconductor sales will rise to $1 trillion by 2030, citing the AI hype.
  • Alphane MoonOPMEnglish
    3•3 months 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.