Hi
@Old_Joe et al I did a quick check and ASML was about $340/share at the end of October, 2022........same time frame that bonds began an upward move in pricing. A sell now is not a bad thing, eh? But, IMHO; remains at this point in time as a special company.
--- Is ASML the only EUV company?
ASML is the only company in the world that owns the technology and makes the machinery to make physical chips out of silicon wafers. Chipmakers like TSMC, NVIDIA and Intel won't be able to make the chips they do without ASML's EUV technology. Jan 23, 2023
--- Is there any alternative to ASML?
ASML competitors include MKS Instruments, Lam Research, Ultratech, Cadence Design Systems and ASM International. ASML ranks 1st in Diversity Score on Comparably vs its competitors.
--- What is the competitive advantage of ASML?
ASML has a competitive advantage. It makes advanced lithography equipment for etching tiny circuits onto semiconductors. It's the sole supplier of the next-generation Extreme Ultraviolet (EUV) chip technology to the semiconductor industry.Mar 30, 2023
--- Why does ASML have no competitors?
The reason why competition and growth opportunities go hand in hand is because ASML is the owner of its own future. ASML faces competition in the industry however its technology is far more advanced than its competitors due to its EUV lithography technology. Jan 24, 2023
--- Who are ASML top 5 customers?
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Intel (US), Samsung Electronics (South Korea) and TSMC (Taiwan) are the world's largest semiconductor companies and are ASML's biggest customers. Intel and Samsung are integrated device manufacturers (IDMs), which design and manufacture their own chips.
--- DRAM: Faster CPU's need faster DRAM for the large data functions.
The 10 Largest DRAM Manufacturers in the World
Samsung – USD 241.60 Billion.
SK Hynix – USD 38.73 Billion. ...
Micron Technology – USD 27.15 Billion. ...
Kingston Technology – USD 12.8 Billion. ...
Infineon Technologies – USD 9.6 Billion. ...
Winbond – USD 3.5 Billion. ...
Powerchip – USD 2.78 Billion. ...
Nanya Technology – USD 2.42 Billion. ...
--- Can't leave out of the list: Nvidia:
What does Nvidia actually manufacture?
Nvidia designs and sells GPUs for gaming, cryptocurrency mining, and professional applications, as well as chip systems for use in vehicles, robotics, and other tools.
OTOH:
semiconductor etf's list SMH etf, Van Eck has very nice long term results, as with FSELX, an early offering from Fido's select funds front running sector investing from the mid-80's,
Quantum, 2019 discussion NOTE: The Nature Magazine link is no longer available without subscription. It was a very insightful write.
I went to school in the early 80's learning about 1's and 0's and hexadecimal numbers and basic programming to 'boot' an early Computer Automation NAKED MINI/ALPHA 16 computer that weighted a bunch (75 lbs, with power supply), with a total memory of 32K, if both 16k boards were installed. I never got the 'feeling' for programming; not unlike art, which I enjoy, but I'm not a very good painting artist. A coworker got the 'feeling' programming and moved forward to work for Ross Perot's EDS electronics/programming division. I preferred the hands on of point A to point E of a computer driving electro-mechanical devices; and having to discover what section failed, and why.
Lastly, for the good and bad of tech.; I still 'heart' this space in investing.
Remain curious,
Catch