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ASML

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Dec 19, 2022 by Jay Goldberg · said 7 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Benedict Evans (6), Jay Goldberg (1)

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2022 6 mentions in 2 episodes 3 per episode
2021 1 mention in 1 episode

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Everything said about ASML, oldest first

Dec 19, 2022 bearish
Opinion
Goldberg: China has produced almost nothing in semiconductor manufacturing equipment
“Their attempts to replicate companies like ASML and LAM and build their own equipment for manufacturing semis has also produced almost nothing.”
Jay Goldberg Dec 19, 2022 ▶ 28:36 Why are chips interesting again?
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