ASML CEO Christophe Fouquet: "Demand on AI is coming so strongly that we will be in a supply-limited market for quite a while," citing plans like Elon Musk's huge proposed "TeraFab" AI plan and Starlink satellites as potentially driving a new leg of demand. – Reuters $ASML(ASML.US) $Tesla(TSLA.US) $SpaceX(SPCX.US) $Taiwan Semiconductor(TSM.US) $HXSCL $Intel(INTC.US)
Source: Dan Nystedt
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