ASML: The Bear Case People Don't Talk About
ASML’s strong moat is challenged by potential competitors and geopolitical risks. Read why ASML stock’s premium valuation may ...
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ASML Is the Chip-Equipment Leader. Its Stock Is Poised to Bounce Back.
Beyond complexity, there are ASML’s supply deals with Germany’s Carl Zeiss, which makes the world’s flattest mirrors, and Trumpf, which makes the world’s most powerful pulsed industrial ...
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Samsung partners with Zeiss seeking AI chipmaking dominance
Zeiss has more than 2000 patents related to the EUV technologies. This company is the only supplier of optical equipment to ASML for its EUV chipmaking machines. Zeiss reportedly supplies more ...
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Zeiss doubles down on research spending amid 'challenging' market
“In the past year, Zeiss SMT supplied its customer ASML with the latest EUV product generation (high numerical aperture EUV lithography) for the first time. “In order to meet growing customer demand ...
Seeking Alpha25d
How ASML Is Redefining Technology, One Nanometer At A Time
For example, ASML partnered with Carl Zeiss (OTCPK:CZMWF), a German optics company, to develop ultra-flat mirrors, an essential component of the system. These mirrors are so precise that even ...