Ask Me Anything

Hi Horace, this is Lalit Jagtap from Chicago. You might remember me your long time follower since 2010. Does Asymco.com wordpress blog is not behind paywall? If yes, i will happily become subscriber. Does that blog and your paid podcast will continue to stay separate subscription?

ASML and Apple dependencies

ASML is a company many have never heard of, yet it might be the world‘s single most important company. It powers the continuing reduction in feature size for chips, and there is literally 0 competitors left with EUV technology in the works. How might they be disrupted, and how is such a single point of failure as risk best to be priced in?