POPA ReconASML: The Company AI Can't Replace
ASML: The Company AI Can't Replace You've heard of Nvidia and TSMC. You've probably never heard of the one company they both depend on. ASML makes 100% of the world's EUV machines — the only tools that can print advanced chips. Zero competitors. Each machine costs up to $380M, weighs ~180 tons, ships in 40+ containers. China is banned from buying them. No EUV → no advanced chip → no AI. It all runs through one Dutch town.
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