Tesla Yoda
@teslayoda
Follow Tesla Yoda for Tesla, TSMC and AI news. Not Financial Advice. Pick up Brick by Brick and Chip by Chip books on Amazon.
Joined August 2021
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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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