Dutch semiconductor equipment manufacturer and sole provider of extreme ultraviolet lithography machines.
“"Broadcom, which doesn't even make fabs, is worth three times as much as ASML." — Theo Jaffee [00:20:47]”
Source→“Situational Awareness, an influential hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has turned sharply bearish on the AI infrastructure trade with more than $1.5 billion in put options against Nvidia and multibillion-dollar bearish bets against semiconductor and AI infrastructure companies including Oracle, Broadcom, AMD, TSMC, and ASML.”
“ASML mentioned as having a moat in semiconductor manufacturing equipment; Neuralink robotics could potentially challenge this moat if applied to chip fabrication.”
AI-extracted from podcast / newsletter / paper summaries. May contain errors.