ASML, a key player in the semiconductor industry, is likened to spice harvesters turning sand into a valuable resource. The company's shares unexpectedly dropped, but ASML states the market has hit its lowest point with signs of recovery. ASML plans to ship high-NA tools in 2025 and expand production capacities.
ASML sees semiconductor upturn ahead, but China export restrictions are a risk https://t.co/Pio2RCKZqh
ASML to Ship Multiple High-NA Tools in 2025, Expands Production Capacities https://t.co/sPGo4a6sLL https://t.co/849Rj16ojx
$ASML (+0.7% pre) ASML Sees Signs of Rebound With Semiconductor Market at Nadir https://t.co/DBWPQpMu5c
ASML: ".. We believe that the market has now reached the lowest point of the dip. .. Although we cannot predict the exact nature of the slope ahead, the recovery is nascent.” @business $ASML https://t.co/fD2O8bGHxw
ASML CFO Roger Dassen says the chip market "has now reached the lowest point of the dip" and "the recovery is nascent"; ASML's top client spent €8.78B in 2023 (@cagankoc / Bloomberg) https://t.co/5peVEMwXye 📫 Subscribe: https://t.co/OyWeKSRpIM https://t.co/tbzzUeNlBM
ASML says geopolitics, new export restrictions remain risks https://t.co/j64Eo3aNI1 https://t.co/Nymmsuusov
ASML says the semiconductor market has reached its nadir and there are now are signs of a rebound https://t.co/Ua4CLxbPSN
we roughly have 7.5 sextillion sand grains on earth (75 followed by 17 0s). thats a lot of silicon/compute.
ASML machines are spice harvesters, turning sand into the most valuable resource that guides our ships and helps us predict the future https://t.co/kypex3F8WQ
ASML machines are spice harvesters, turning sand into the most valuable resource that guide our ships and help us predict the future https://t.co/kypex3F8WQ
ASML shares unexpectedly drop by the most in 16 months, with traders blaming the rapid slump on a "fat finger" incident https://t.co/90pAJ8gxoO
ASML Shows Off $380M, 165-Ton Machine Behind AI Shift https://t.co/3NsSMSe3vK
It's not just "innovation" that keeps ASML dominant. It's data. https://t.co/Hdg8WkQKiM https://t.co/rJHF6SQCDS
Earth has a molten core, and before we get to AGI via LLMs it will have a molten crust from the heat all the GPUs will produce.
Not even a Dyson sphere is enough to power all the GPUs needed to get us to AGI via LLMs.
Imagine Silicon as the Spice of Arrakis. The universe's most coveted treasure. 🌌 Sourced from sand Found in a singular, strategically vital location. It powers our world, as Spice powers the cosmos of Dune.