ASML Holding - pick-and-shovel play of Semiconductor Industry
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Investment Thesis - ASML is pick-and-shovel play of the Semiconductor industry as it provides machines to manufacture chips. Key customers are TSMC, Intel, Global Foundry, SK Hynix, Samsung, etc. This is one of the highest-quality business, supported by Innovation and R&D.
ASML Holding - pick-and-shovel play of Semiconductor Industry
ASML Holding - pick-and-shovel play of…
ASML Holding - pick-and-shovel play of Semiconductor Industry
Investment Thesis - ASML is pick-and-shovel play of the Semiconductor industry as it provides machines to manufacture chips. Key customers are TSMC, Intel, Global Foundry, SK Hynix, Samsung, etc. This is one of the highest-quality business, supported by Innovation and R&D.