ASML Holding NV (ASML) with Leandro
Chit Chat Stocks
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The Semi Conductor Industry Is Increasingly Shifting to E V
The number of transsistors that you can fit on a ship doubled every two years. Its the main reason why technology is deflationary. I don't think e u is replicable for at least, i'll say, for at least a decate because what we said before,. You have to first get the technology right, like how do you want to assemble the system? And then you also have to get the olde supply chain, which is probably the hard part. Some of the more systems are like 300 million dollars apiece. How many of these systems can they produce? I imagine they can't bedinits that much.
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