Jan. 30 at 2:11 PM
$ASML bookings more than DOUBLE as AI chip demand explodes
AI shows zero signs of slowing, and fabs are now ramping capacity aggressively to catch up with demand
Key beneficiaries of new fab buildouts — especially in deposition, etch, thermal & advanced films:
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$AMAT – Applied Materials
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$LRCX – Lam Research
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$8035.T – Tokyo Electron
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$ASMI.AS – ASM International
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$6525.T – Kokusai Electric
This is the next leg of the AI capex cycle — not just chips, but the entire equipment stack
