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posted 2 years ago by pkvi 2 years ago by pkvi +12 / -0

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– the-new-style 2 points 2 years ago +2 / -0

Not to mention the production constraints of ASML. Money cannot simply buy capacity.

The semiconductor industry has a few pinch points.

The best source for learning about this in easy chunks is Asianometry on Y. T.

Here's one on ASML

https://youtu.be/CFsn1CUyXWs

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– RentFreeCrisisAct 1 point 2 years ago +1 / -0

Not to mention I get it, I got it, I know it's good.

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