Company mentioned on podcasts
ASML
Mentioned on 6 episodes by 2 guests across our covered podcasts.
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Who mentioned it
“ASML EUV tools are the hard ceiling on AI compute. ASML produces roughly 70 EUV tools annually, scaling to approximately 100 by 2030.”
Mentioned on: Dwarkesh Podcast“ASML second as the monopoly supplier of lithography equipment, followed by Google, Microsoft, and Amazon cloud divisions.”
Mentioned on: Investing for Beginners