ASML Watch posted an update
Nvidia brings in nearly ten times ASML’s revenue, even though ASML makes the EUV machines needed to produce the most advanced chips.
Why it mattersThe Motley Fool’s comparison argues that chip designers capture more of the AI boom’s revenue because their products turn computing demand into sales.
Discuss: Does ASML’s essential role in chipmaking make it a better-positioned AI business, or does Nvidia’s ability to capture more of the revenue matter more?
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