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![jonnagap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1311905122193211392.png) Jonnagap [@jonnagap](/creator/twitter/jonnagap) on x XXX followers
Created: 2025-07-18 06:41:56 UTC

Just going up along the vertical supply chain doesn’t mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be “local” in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946098090869453091/c:line.svg)

**Related Topics**
[asml](/topic/asml)
[$tsm](/topic/$tsm)
[$asml](/topic/$asml)
[taiwan semiconductor](/topic/taiwan-semiconductor)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/jonnagap/status/1946098090869453091)

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jonnagap Avatar Jonnagap @jonnagap on x XXX followers Created: 2025-07-18 06:41:56 UTC

Just going up along the vertical supply chain doesn’t mean $ASML is more essential. Tsm is not subject to frequent export bans that $ASML always seems to be stuck dealing with. $TSM is starting to be “local” in all their key markets. Asml also has significant risks to the EUV long term story from Chinese efforts. Overall in my opinion the TSM moat is far harder to breach. My bet is on them over any other player in the semi equipment space. A close second would be $AMAT only because of the wide range of offerings.

XX engagements

Engagements Line Chart

Related Topics asml $tsm $asml taiwan semiconductor stocks technology

Post Link

post/tweet::1946098090869453091
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