What Do ASML's Q2 2026 Results Tell Us About the AI Boom?

damienmeur 6 hours ago | parent | next [-]

As US is currently urging to get back semi-conductors sovereignty by having a TSMC manufacture on its soil, I dont get why they don't do the same with ASML.

ASML is kind of the SPOF of whole western world right now

	▲	re-thc 6 hours ago \| parent [-]
		> I dont get why they don't do the same with ASML It's a different thing altogether. ASML builds "machines" and TSMC uses these "machines" to build "factories". That's the simplified view and saying they will do "factories" is how they are winning the headlines. It's what people understand like factory = jobs impression.

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emsidisii 6 hours ago | parent | prev [-]

great article!