2025-12-14
Bloomberg
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A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
2025-12-10
Bloomberg
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Boom modifying its supersonic engine to power AI data centers is another example of some key industrial input being repurposed to serve the AI supply chain
Thesis: That which can be repurposed to serve the AI supply chain will be repurposed to serve the AI supply chain.
2025-05-21
South China Morning Post
Zhejiang, home to Alibaba and DeepSeek, publishes an AI plan that expects companies in the AI supply chain to make $138B+ in total operating revenues by 2027
Coco Feng / South China Morning Post :
2025-03-20
Bloomberg
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How Nvidia, SK Hynix, TSMC, and ASML, with a combined $4T+ market cap, dominate the AI supply chain, with 80% to 100% market share in their respective fields
Since ChatGPT arrived, Nvidia and its key manufacturing partners have dominated the market for AI chips. Will it last?
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