Yoda
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가입 August 2021
486 팔로잉 중 17.1K 팬
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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