1. EachPod

ASML | Part 1 | November

Author
The Dutch Investors
Published
Fri 01 Nov 2024
Episode Link
None

ASML is a key player in the value chain needed to produce the best chips on earth that make AI possible. And to be honest, as Dutchmen, we're proud of this Dutch gem. Bouke and Mathijs broke this complex company down for you.

In part one of the analysis you'll discover: 

  • What is needed to produce the most complex machine on earth
  • How the value chain within the chip industry looks like
  • How the culture of ASML created this monopoly

Enjoy the in-depth analysis of one of the most interesting stocks in the world. 

Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.

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