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Luke James is a freelance writer and journalist.\u00a0 Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.\u00a0 ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-18/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Luke James Social Links Navigation Contributor Luke James is a freelance writer and journalist. Although his background is in legal, he has a personal interest in all things tech, especially hardware and microelectronics, and anything regulatory.
Gururu China will crush ASML and dominate the space in about ten years, and we will sit in bars drinking beer laughing at how silly we were cheering the destruction of Intel in 2025. Reply
thestryker Everyone getting behind ASML is why ASML is the only player in the space so it makes sense this is the strategy they would want to employ. Reply
JamesJones44 Gururu said: China will crush ASML and dominate the space in about ten years, and we will sit in bars drinking beer laughing at how silly we were cheering the destruction of Intel in 2025. I've always found the American want to hate products from their own companies fascinating. I get when companies go bad, but in some cases it doesn't even require that. Then, in the 10 year period you pegged, Americans get angry that "they no longer do that here". Reply
genz JamesJones44 said: I've always found the American want to hate products from their own companies fascinating. I get when companies go bad, but in some cases it doesn't even require that. Then, in the 10 year period you pegged, Americans get angry that "they no longer do that here". INTL gave very good investors returns throughout it's 20 ish years of dominance. It is generally looked on unfavorably by consumers due to being undercut often by AMD whom paid out much less as they were playing catch up and a small business in comparison throughout, but favourably by investors and reviewers due to being cash rich enough to offer more sponsorship and review gear, golden samples, marketing spots etc etc. AMD selling the Ryzen 1 design to CN is a big factor for CN to even want EUV. They literally have a performant CPU sitting there waiting to be printed that's well ahead of their own designs. Reply
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/chinas-top-chip-execs-admit-fragmentation-is-undermining-the-countrys-asml-alternative#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.