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ASML's shift to EUV
The semiconductor industry is slowing shifting to EUV, and as it does so, $ASML continues to widen its moat. DUV is an oligopoly but EUV is a monopoly for the time being.
More EUV revenue means more resilience and better (future) margins
Chart is courtesy of Stratosphere, you can sign up for some of their paid plans using this link.
Looks like I’m gonna be busy reading this week🤣
Leandro do you happen to know how long the life spam of one EUV machine is & if the world goes fully new generation chips how many EUV machines the semis actually need?