Yoda
@teslayoda
Follow Yoda for Tesla, TSMC, SpaceX and AI news. Not Financial Advice. Pick up Brick by Brick and Chip by Chip books on Amazon.
Joined August 2021
512 Following 17.8K Followers
In an advanced-node production line (e.g. CoWoS, CoPoS), Applied Materials' cumulative equipment installed value can be at least comparable to ASML’s total installed value.
Yet, $AMAT currently has 1/2 the market value of $ASML.
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