michelle brophy
@michbrophy
Director of Research | AlphaSense | AI | Technology | Former Buy Side | Opinions are my own.
541 Following 211 Followers
$ASML sits at the center of the AI infrastructure buildout, and @AlphaSenseInc channel checks make one thing clear: demand continues to outrun supply in a big way.
EUV system demand is outpacing supply, with lead times stretching toward two years. Demand is increasingly driven by AI, HBM and leading-edge node transitions, with 70-80% of new orders tying back to these applications.
AlphaSense channel checks are tracking these trends across ASML and the broader semicap sector this quarter:
$TSM
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$NET $FSLY $AKAM The market is focused on GPU spend for AI infrastructure. There's a shift happening one layer over, at the edge and @AlphaSenseInc Channel Checks are picking it up. As AI agents, crawlers and automated M2M traffic multiply, they're hitting security, compute and API layers hard enough to show up as real, incremental budget.
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