| ▲ | GuB-42 2 hours ago | |
ASML sell photolithography machines, which presumably can be used for many kinds of chips: CPUs, GPUs, flash, RAM, etc... They don't need to be AI chips, so even if the AI bubble bursts before they managed to get a ROI, they can switch to other applications that need high end electronics, such as PCs and smartphones, maybe cars. | ||