The export control angle on $EUV doesn't get talked about enough.
ASML was already restricted from selling advanced EUV machines to China. That makes their technology even more strategically valuable for western-aligned fabs. US, European, and Japanese fab expansions all run through ASML.
Structural tailwind that isn't going away. Long $EUV.
The machine that makes chips possible now has its own ETF
byu/Necessary-Two7299 ininvesting
Posted by Necessary-Two7299