ASML's Microchip Machine Monopoly Poised to Profit from AI Boom Despite Trade Tensions
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ASML has a virtual monopoly on advanced photolithography machines needed to produce cutting-edge microchips, putting it in a prime position to benefit from AI growth.
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The extreme complexity of ASML's lithography technology creates an insurmountable moat against competition.
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As AI drives demand for faster, more powerful chips, only ASML can supply the machines needed to manufacture them.
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AI investment from big tech companies like Microsoft, Google, and Meta will further boost demand for ASML's machines.
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Trade restrictions on exports to China present a major risk, as China could attempt to develop its own lithography technology.