Leandro's avatar
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ASML and why you shouldn't worry too much about a bust
Yesterday we uploaded an article on semiconductor cycles where I said that I believed that ASML might be more insulated against a bust than other equipment companies. Today, I uploaded an article explaining why!

Hope you enjoy it and feel free to leave a comment!

Dissecting the Markets's avatar
I love how $ASML is a monopoly business. Why aren't other semiconductor equipment firms entering the same space as ASML?
Leandro's avatar
@dissectmarkets they are decades and billions behind and they don’t have the suppliers they need (some are exclusive to ASML)
delos's avatar
@dissectmarkets huge moats in the form of capital requirements. same can be said of semiconductor mfg at large.

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