On 24 June 2021, I recorded an episode for The Financial Coconut’s podcast series, TFC Stock Geekout. I appeared in the episode together with The Financial Coconut’s founder, Reggie Koh, and we talked about ASML (NASDAQ: ASML) for nearly an hour. We discussed many aspects about the company, including its revenue streams, growth prospects, risks, and more.
ASML is based in the Netherlands and is a company that’s in the portfolio of the investment fund that Jeremy and I run together. It’s a fascinating company to me because it is currently the only company in the world that can build an extreme ultraviolet (EUV) lithography machine. Lithography is the process of using light to create tiny, tiny structures (called transistors) on a silicon wafer to produce chips. EUV lithography is currently the most advanced lithography process and it uses ultraviolet light of an extremely short wavelength of 13.5 nm. In a world that is increasingly going digital, there is a need for a chip to contain more and more transistors because this improves a chip’s cost and performance. This is where EUV lithography machines shine. Because they use light with such a short wavelength, they allow chip manufacturers to produce chips with transistors that have mind bogglingly small sizes. (How small? Listen to the podcast to find out!)
The podcast episode that I recorded with Reggie was released recently and you can check it out below. I hope you’ll enjoy it!
https://www.podbean.com/ew/pb-kd9q8-10a4619
Note: An earlier version of this article was published at The Good Investors, a personal blog run by our friends.
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Disclosure: Ser Jing owns shares of ASML.
