Fears? My fear is that the boom will continue.
Is there gold in them thair hills? We talk to a shovel salesman to find out!
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It is kind of strange, when you have a monopoly to build a machine, but only a hand full of customers that are buying them. Suddenly the monopoly isnt worth as much anymore.
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Hasn’t ASML had a years-long waiting list even in the pre-AI times? They are literally the only game in town for advanced EUVL. China may be making DUV functional using heavily modified nodes and heavy subsidies to account for poorer yield and more expensive processes, but the entire world’s modern EUV chip supply runs on ASML. And because they are so incredibly complex, there is a limited supply of people competent to build and service those machines, meaning they can only produce so many machines per year anyway.
Even if the AI bubble bursts, I don’t see how anything would change except how many years out ASML is tracking to-be-fulfilled orders.
Isn’t the chip production pipeline like 5 years long?
I guess one could say that this means chipmakers are betting there’s still gonna be that much chip demand in 5 years.
