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![WTCM3 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1081240896975204352.png) WTCM [@WTCM3](/creator/twitter/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"

![](https://pbs.twimg.com/media/Gu7wFNFWYAAWoG0.png)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1940753342495707211/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[$asml](/topic/$asml)
[$12t](/topic/$12t)
[$471b](/topic/$471b)

[Post Link](https://x.com/WTCM3/status/1940753342495707211)