Jeff Lutz 🔋(@thejefflutz):Very well stated 👇 “If you’re a semi/tech investor, you need to step back and look at how Wall Street completely misinterprets the physical realities of chip manufacturing. Two weeks ago, the market panicked over an unnamed Shanghai firm building five 2008 vintage DUV tools, a rounding error of a machine with decades of precision optics gaps that threatened approximately zero of $ASML’s structural moat this decade. “

Jeff Lutz 🔋

@thejefflutz

Ex Corp VP Supply Chain & Chief Quality Officer at Motorola, Google, Lenovo

Joined August 2016

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Jeff Lutz 🔋@thejefflutz

2026.08.09 19:01

Very well stated 👇 “If you’re a semi/tech investor, you need to step back and look at how Wall Street completely misinterprets the physical realities of chip manufacturing. Two weeks ago, the market panicked over an unnamed Shanghai firm building five 2008 vintage DUV tools, a rounding error of a machine with decades of precision optics gaps that threatened approximately zero of $ASML’s structural moat this decade. “