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Comment by apexalpha

Good news! ASML has a very strategic position. We are essentially all downstream of this one company.

Personally I see this investment as much more political than technical. ASML wants to be a real 'European' champion; not just Dutch. The Dutch and German government are on board; now the French are too.

See also: new CEO is French.

parent apexalpha 1 year ago

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