Comments by "Anders Juel Jensen" (@andersjjensen) on "How ASML Builds a $150 Million EUV Machine" video.

  1. Intel is a massive client of ASML. They also happen to own a large stock option in ASML. As do TSMC and Samsung. This is very common in big business. If someone become a critical supplier of an entire industry, nobody wants them to just twist the arms of everyone, so stock-swapping is carried out.
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  2.  @reinerfranke5436  That is flat out wrong. Intel didn't think EUV was mature enough and were slow to adopt. ASML delivered several machines to TSMC before Intel even ordered their first one. Intel wanted their 10nm to be both very dense and very cost effective. That was Intel's first mistake. Then at the beginning of the pandemic Intel cancelled their orders because they were expecting a financial downturn. TSMC was the first to realize that the pandemic would have the opposite effect on the computing industry and simply ordered everything ASML could deliver for the foreseeable future. That was Intel's second mistake. In multi billion dollar industries there are no "lucky ones". There are the ones that makes the right move and there are the ones who makes the wrong move. CEOs don't get paid in excess of $100 million a year to "be lucky". Under Bob Swan's reign Intel managed to lose a perpetual node advancement over their competitors that they held for close to five decades in a row. Now they're half a node behind at the very least. And there is nobody else to blame than themselves. Swan wanted big fat profit margins AND the most advanced tech at the same time, but there is a saying in engineering that goes: "good, fast, cheap... pick two!" and his replacement by Pat Gelsinger (who is as hardcore an engineer as they come) is testament to the fact that the board of investors woke up and realized this before Swan did....
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