Leandro's avatar
$134.9m follower assets
Is Applied Materials' Sculpta a threat to ASML's EUV monopoly?
Yesterday I uploaded to the public my thoughts on Applied Materials' new tool to reduce EUV double patterning.

At first it does not look like great news for $ASML but investors should look at the big picture.

I hope you enjoy it!

Ben's avatar
Thanks for posting here. Great article as always
Leandro's avatar
@rpinvestments Thanks a lot for reading!
Dissecting the Markets's avatar
I hope that Applied Materials and ASML can have a relationship like Boeing and Airbus in the lithography market.



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