#ASML — Zipp

Bigger AI factories don't guarantee bigger stock returns

19d ago

Bigger AI factories don't guarantee bigger stock returns

Higher yields could still compress valuations even as earnings prospects improve, making the macro data due this week the deciding variable for AI-linked equities.

WuBlockchain

China Begins Mass-Producing DUV Lithography Machines to Bypass

〽️NEUTRAL

95d ago

China Begins Mass-Producing DUV Lithography Machines to Bypass

The move targets the mature-node segment where ASML still ships freely, signaling Beijing's priority is industrial self-sufficiency at 28nm and above, not a leap to EUV parity.