ASML and the Future of EUV Lithography

Mark Hibben, author at Seeking Alpha, is following ASML Holdings as his "Idea of the Month." He weighs in on competition in the chip equipment space and the company's development of EUV lithography technology. Hibben weighs in on ASML's unique place in the semiconductor market, since it's the only supplier of EUV machines. He believes ASML will probably be the only supplier for the next 10 years. We discuss Intel's and Nvidia's place in the market and what the immediate and long-term future looks like for the space.

More In Business

The underdiscussed pure profit enterprise of movie rereleases

With rereleases being pure profit, why aren’t studios always doing them?

Why Consumers Are Hitting “Cancel”: Inside the Subscription Fatigue Era

Bank of America economist David Tinsley explains why streaming costs have consumers hitting cancel faster than play.

What September’s Inflation Numbers Really Mean: Insights From S&P Global

Chris Williamson, Chief Business Economist at S&P Global, breaks down September’s CPI print and inflation trends, explaining what it means for markets.

Beyond Binge-Watching: Curiosity Stream’s Vision for Intelligent Entertainment

Curiosity Stream CEO Clint Stinchcomb discusses how educational streaming and innovation are driving strong growth and audience engagement.

Using A.I. to Manage Risk on Wall Street

Patrick Palomo, Principal Solutions Architect at Smarsh, talks about working with Wall Street to deploy A.I. that helps predict and manage risk.

Big Business This Week: Will more health insurance costs hit business?

At the core of the ongoing government shutdown is a fight over the decision to end subsidies that let some 12 million Americans get health coverage.

Are theme parks determining Disney and Universal’s film slates?

Why would you make a third “Tron” movie? Unless of course you'd spent billions of dollars on a theme park ride and needed to promote it?

Starbucks Introduces AI Barista: A Glimpse Into the Future of Coffee Service

Starbucks’ AI barista aims to speed service and improve experience. Nick Lichtenberg, Fortune Business Editor, explains its impact on workers and customers.

Tesla & Big Tech’s Earnings Test: Can Massive AI Bets Finally Deliver Revenue Growth?

As Big Tech reports Q3 earnings, investors await proof that massive AI and cloud investments from Meta, Apple, Microsoft, and Alphabet are driving real growth.

Eric Trump on Bitcoin's Future: Inside American Bitcoin’s Strategy for Digital Dominance

Eric Trump joins us to discuss American Bitcoin’s mission, market strategy, and why he believes the U.S. must lead the next era of digital currency innovation.

Load More