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Frencken's results have been relatively resilient not just because of its multiple BUs, but also because its biggest customer just keeps getting better.
And when your customer's biggest customer has to complain about cost in a public forum, it pretty much sums up your competitive moat.
TSMC says ASML’s most advanced chip machines are too expensive
ASML’s new machine can imprint semiconductors with lines that are just eight nanometres thick – 1.7 times smaller than the previous generation. The machines cost 350 million euros (S$512 million) apiece and weigh as much as two Airbus A320s.
https://www.businesstimes.com.sg/compani...-expensive
And when your customer's biggest customer has to complain about cost in a public forum, it pretty much sums up your competitive moat.
TSMC says ASML’s most advanced chip machines are too expensive
ASML’s new machine can imprint semiconductors with lines that are just eight nanometres thick – 1.7 times smaller than the previous generation. The machines cost 350 million euros (S$512 million) apiece and weigh as much as two Airbus A320s.
https://www.businesstimes.com.sg/compani...-expensive