The chip industry is having a really difficult time but what i think asml's benefiting from is that these are long lead items and they're the heart of the competitiveness of their customers. In q3 uh net sales went nicely up again um but what was even more impressive for me is that their backlog just continues to increase. I'm still considering whether i should not buy it this one share just as a token of appreciation to ASML.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode