Looking at the financial report, ASML has become a new upstream supplier

TSMC is their largest customer
The financial report will be reviewed a bit later

So far, the stock price seems more stable than storage
But it depends on what position you build your holdings at

Samsung, SK hynix, Intel, TSMC, Micron
under the logic and memory-demand backdrop
all increased their demand for EUV
And annual capacity is only 100–300 machines
It’s very good—analyze the players participating in this monopoly track

The demand for chip-making that each fab uses in-house is also rising
This will indirectly increase TSMC’s and Samsung’s demand for EUV/DUV capacity

For LNA EUV and HNA EUV in 2027/2028, they’re basically at full capacity
The growth expectations for DUV have been raised very high

And then there’s also the increasing management revenue from older machines
In the next 3–5 years, there basically won’t be any competitors