[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Showing only X posts for non-authenticated requests. Use your API key in requests for full results.
"Two decades ago $ASML's strategy was simple: deliver first improve later. By shipping early chipmakers got a head start producing the most advanced (and profitable) chips before anyone else. ASML didnt mind this. It locked out competitors and secured a permanent seat in every fab that mattered. As Martin van den Brink said: If we wait until our machines work then were already behind"
X Link @DutchInvestors 2025-10-22T18:17Z 3561 followers, 1260 engagements
"$ASML's EUV machines aren't just machines. They own one of the most complex supply chains in human history: +100000 parts +5000 suppliers +200 critical suppliers XX% of its components are $ASML's (good luck getting them China)"
X Link @BramVGenechten 2025-10-22T11:28Z XXX followers, XXX engagements
"$TSM is developing its own photomask pellicles to keep using EUV lithography machines for A14 and A10 advanced chip manufacturing processes instead of buying $ASML's more expensive High-NA EUV equipment media report. 👇"
X Link @force_to_black 2025-10-22T07:12Z XXX followers, XXX engagements
"$ASML's Net Bookings are going in the right direction. With lead times of 12-18 months: 2027 will be beautiful"
X Link @BramVGenechten 2025-10-21T13:18Z XXX followers, XXX engagements