ASML, every mention
1 scene (said by Dylan Patel) · ← back to ASML
tap a year for its mentions
every year anyone Benedict Evans 2Stephen Balaban 1Nathan Benaich 1Matt Turck 1Dylan Patel 1
Verbatim, from the transcripts: the passages where ASML comes up
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 33:04 Dylan Patel I don't think there'll be as good as ASML for a long time.