An overview of the space post Q4
That was a great write-up, thank you! 🙏
Amazing job man, ASML is my second biggest position and reading people like you that understood the business and the growth opportunities always feels good!
Hey there, is this the Nikkei piece you refer to on transistor development going forward?
https://asia.nikkei.com/Business/Tech/Semiconductors/Chemicals-and-materials-to-play-key-role-in-chips-as-2-nm-milestone-nears
Yes, and this one:
https://asia.nikkei.com/Spotlight/The-Big-Story/The-great-nanometer-chip-race
That was a great write-up, thank you! 🙏
Amazing job man, ASML is my second biggest position and reading people like you that understood the business and the growth opportunities always feels good!
Hey there, is this the Nikkei piece you refer to on transistor development going forward?
https://asia.nikkei.com/Business/Tech/Semiconductors/Chemicals-and-materials-to-play-key-role-in-chips-as-2-nm-milestone-nears
Yes, and this one:
https://asia.nikkei.com/Spotlight/The-Big-Story/The-great-nanometer-chip-race