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What Do ASML's Q2 2026 Results Tell Us About the AI Boom?

mrkt30.com
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As US is currently urging to get back semi-conductors sovereignty by having a TSMC manufacture on its soil, I dont get why they don't do the same with ASML.

ASML is kind of the SPOF of whole western world right now

I dont get why they don't do the same with ASML

It's a different thing altogether. ASML builds "machines" and TSMC uses these "machines" to build "factories".

That's the simplified view and saying they will do "factories" is how they are winning the headlines. It's what people understand like factory = jobs impression.

great article!

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