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WTCM @WTCM3 on x 12.8K followers
Created: 2025-07-03 12:43:48 UTC
"In fact, keeping non-AI demand flat at $471B through 2030 would translate into global chip demand > $1.2T in 2030... even with litho intensity declining to XXXX% (on XX% WFE intensity), $ASML would be able to meet the mid-point of its 2030 guide"
XXXXXX engagements
