The FREE report will discuss ASML's semiconductor industry growth by subsegment, including Smartphones, PCs, Consumer Electronics, Wired/Wireless, Datacenter, Automotive, and Industrial Electronics.

Riddled throughout, we poke some holes in the 1st party ASML information.

ASML somehow came up with nearly $100T in semiconductor sales for the entire world's power generation to be reinstalled with modern solar and wind.

We talk about wafer starts per month by process technology group.

This includes annual additional wafer starts by year.

We also have a lengthy discussion about the regionalization of the semiconductor industry and why the CHIPS Act will fail.

WFE intensity, litho intensity, inefficiencies of distributed manufacturing, design starts, AR, VR, the general WFE market, and more are also discussed.

We even have a small discussion on ASML's boomer-ass CEO lecturing us "kids"

Because even he has the boomer superiority complex.

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