@LanlanCC:ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity
Bearish, history will be repeat again and again on block blasters IPO on the “real” valuation. Will see the result after 6months onwards once the story settled down