2023-04-27
Bloomberg
A profile of ASML, the most valuable tech company in Europe, as the US-China chip war escalates; ASML's next apartment-sized machine ships in 2025 for $380M+
In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Tweets: @cagankoc , @tw_seal , @deutschjill , and @thestalwart Tweets: Cagan...
2021-03-30
Bloomberg
Overview of chip industry bottlenecks causing huge increases in lead times, which at Broadcom grew to 22.2 weeks, up from 12.2 weeks in February 2020
Bloomberg : Tweets: @thestalwart , @liamspradlin , @business , and @bradstone Tweets: Joe Weisenthal / @thestalwart : This is a really phenomenal presentation from @ianmking @pogkas and @debbywuintai...
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