Semiconductor Stocks
ASML: Monopoly on Extreme Ultraviolet Lithography
In 2018, Jensen Huang stated at GTC that GPUs were “25 times faster than five years ago” whereas Moore’s Law would have resulted in only a ten-fold increase. The more important part of Huang’s Law as it relates to ASML is that Huang stated: “The innovation isn't just about chips -- it's about the entire stack." To say the semi war is heating up is true, but it’s equally important to understood who the victors will be and why. This is why we’ve dedicated an enormous amount of time to writing about Nvidia’s A100 and H100 GPUs (27 articles in 4+ years), and AMD’s Zen architecture. For ASML, we want to dig deeper into the tools and processes that power the market-leading foundries that are producing advanced semiconductors.
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