Success88
01-23

$ASML Holding NV(ASML)$  $ASM International N.V.(ASMIY)$ ASML vs ASM International: What's the Difference?

ASML, a lithography giant with a market cap of €295 billion, dominates chip production with its advanced machines, essential for creating the intricate patterns on silicon wafers.

ASM International (€30 billion market cap) focuses on deposition tools, crucial for building up thin layers on wafers with extreme precision. Key areas include:

ALD (Atomic Layer Deposition): The most advanced deposition method for creating ultra-thin films.

Epitaxy: Growing layers of silicon or silicon carbide (ideal for high-temperature applications like electric vehicle batteries).

Thermal Processing: Using furnaces for processes like dopant diffusion and annealing.

Key Differences:

Focus: ASML specializes in lithography, while ASM International focuses on deposition and thermal processing.

Market Cap: ASML is significantly larger, reflecting its dominant position in the lithography market.

Technology Complexity: ASML's lithography machines are incredibly complex and expensive, while ASM International's tools, though advanced, are generally less complex.

Historical Link: ASML was born from a joint venture between ASMI and Philips.

In essence: ASML enables the intricate design of chips, while ASM International provides the tools to build them up layer by layer.

Both are front end tools and both good invest . Both serve advance chips industry. The only difference is one listed at Main Board and one is over the counter. Do you own due diligence check before invest. @TigerEvents @TigerStars @MillionaireTiger @TigerClub 

Nvidia Crashes: Would $100 be a Good Entry Price?
The semiconductor cycle typically lasts 3-5 years, and since 2008, the global semiconductor market has gone through four complete cycles. The current cycle bottomed in Q1 2023. Some argue that this semiconductor cycle has already ended. While NVIDIA’s PE ratio is relatively low, the impact of Blackwell may lead to lower gross margins, potentially causing its PE to rise next year. How do you view this semiconductor cycle? If NVIDIA drops below $100, would you add to your position? Or would you wait for the next semiconductor cycle to restart before investing?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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