mizzmo
10-16

$Micron Technology(MU)$ The flap caused by $ASML Holding NV(ASML)$ s lowered forecast has been overdone.

They have a near monopoly in the UV lithography machines used to create top AI chips. The complete package costs millions and can reduce steps required in the creation of AI chips.

Foundry’s are finding new edging techniques can boost chip production volume multiples.

Given the ability to increase volume reduces the number of machines needed. Simple as that. This will be acknowledged soon.[Happy][Happy][Happy]

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