Shovels have always been the better out of the two investments.
There were rumours about China grabbing hold of one of ASML's machines, but with no additional information on this it's safe to assume they're still hammering out 7nm chips using DUV at piss poor yields.
EU Chip industry : ASML, 2nd to only nvidia, 0.5T mkt cap
They sell the shovels, we need someone actually digging for gold.
Shovels have always been the better out of the two investments.
There were rumours about China grabbing hold of one of ASML's machines, but with no additional information on this it's safe to assume they're still hammering out 7nm chips using DUV at piss poor yields.
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STMicroelectronics cries in a corner.