2min chapter

Acquired cover image

Complexity Investing & Semiconductors (with NZS Capital)

Acquired

CHAPTER

What a Cool Story - The Asamel Story

Asm l was a sleepy dutch company that w had like a 20 billion dollar market, catholic. intel and tsm c and samson partnered and actually bought 25 % of asm l to ject capital into asml for e v systems. And so getting asmel where they needed to be on v obviously, is now enabling moor's law for the next ten years.

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