The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Assertion Partly supported
Bathgate: Intel, TSMC, and Samsung bought 25% of ASML to fund EUV
“Intel and TSMC and Samsung partnered and actually bought 25% of ASML to inject capital into ASML to develop EUV systems.”
John Bathgate Nov 3, 2021 ▶ 1:44:40 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
Assertion Partly supported
ASML took nine years between first EUV shipment and high-volume production
“They shipped the first EUV tool in 2010 to TSMC, and EUV didn't even really start high volume, and this was after, you know, a decade of R&D already, but then they didn't start high volume manufacturing on EUV until 2019. So they had, like, almost a decade of …”
John Bathgate Nov 3, 2021 ▶ 1:40:07 Complexity Investing & Semiconductors with NZS Capital (Extended Cut) · Acquired
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