AI - To bubble or not to bubble ?
AI is a struggle for progress on multiple fronts - the line will never be as smooth as promised – with an array of mutually supportive technologies, staged advances will be a slog, not a sprint
Semiconductor Manufacturing Eqpt
ASML and the semiconductor ecosystem
The year on year share price performance (topping 100%) is compelling but investors anticipate very strong earnings, going forward, to bring PE in line with the high flyers of the semiconductor supply chain
ASML the horse and the barn
The disruptive potential of AI-based technologies has raised American concern about China's 'military-civil fusion' strategy and the forceful geopolitical pressure by U.S. Administrations on foreign allies has been successful, up to a point...
