meloun

Jak vidíte situaci kolem $ASML ?
Čínani likvidují konkurenční výhodu anebo bouře ve sklenici vody?

Dr. Kim (김서연) on X: "China is out competing ASML. The laser-induced discharge plasma (LDP) EUV generation commercialization push is a DeepSeek moment for lithography that I was fearful of. LDP is much more efficient than laser produced plasma (LPP) which ASML uses. LDP vaporizes a…