Alphane Moon@lemmy.worldM to Hardware@lemmy.worldEnglish · 2 days agoASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2030, Driven By Huge AI Demandwccftech.comexternal-linkmessage-square1fedilinkarrow-up111arrow-down11
arrow-up110arrow-down1external-linkASML Believes Global Semiconductor Markets Will Reach $1 Trillion Valuation By 2030, Driven By Huge AI Demandwccftech.comAlphane Moon@lemmy.worldM to Hardware@lemmy.worldEnglish · 2 days agomessage-square1fedilink
minus-squareAlphane Moon@lemmy.worldOPMlinkfedilinkEnglisharrow-up3·2 days agoI think ASML will be fine even if the AI bubble pops in the next 12-18 months. We don’t if this will hapen, but we have yet to see these $100 of billions in capital investments results in significant revenues.
I think ASML will be fine even if the AI bubble pops in the next 12-18 months. We don’t if this will hapen, but we have yet to see these $100 of billions in capital investments results in significant revenues.