[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.]  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 $AMAT only because of the wide range of offerings. XX engagements  **Related Topics** [supply chain](/topic/supply-chain) [asml](/topic/asml) [$tsm](/topic/$tsm) [$asml](/topic/$asml) [taiwan semiconductor](/topic/taiwan-semiconductor) [stocks technology](/topic/stocks-technology) [Post Link](https://x.com/jonnagap/status/1946098090869453091)
[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.]
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
Related Topics supply chain asml $tsm $asml taiwan semiconductor stocks technology