It is a bit of an odd article, they spend half of it describing this as a remarkable turn of events, and the other half describing why it isn’t really an apples-to-apples comparison and how the companies aren’t in direct competition.
Relevant HN comment:<p><a href="https://news.ycombinator.com/item?id=18463181">https://news.ycombinator.com/item?id=18463181</a><p>Apparently their software development processes are terrible.
Zeiss -> ASML -> TSMC -> Nvidia<p>Seems crazy that there are no alternatives for these four companies in the high end AI semiconductor supply chain.
The bus factor for FAB tool factories, is it: 1 / 4 = 0.25?<p>> virtually no fabs today can run without equipment from Applied Materials, ASML, KLA, and Tokyo Electron
ctrl-f China = 0 results, so here is some context:<p>> ASML’s China Sales Surged Despite Secret Dutch Deal With US<p><a href="https://www.bloomberg.com/news/articles/2024-01-25/asml-s-china-sales-surged-despite-secret-dutch-deal-with-us" rel="nofollow">https://www.bloomberg.com/news/articles/2024-01-25/asml-s-ch...</a><p>Edit: note to self, don’t beer and then HN.
I don't want to brag, but buying ASML stocks was probably the smartest financial decision in my life.
Also, AMSL & AMAT aren't competing in some areas. AMAT provides tooling & services that assist ASML.