ASML The NVIDIA Blackwell processor is manufactured by Taiwan Semiconductor Manufacturing Company (TSMC) using a custom process called TSMC 4NP. TSMC is NVIDIA’s primary production partner for these advanced chips. To produce the NVIDIA Blackwell chip, TSMC uses extreme ultraviolet (EUV) lithography machines supplied by ASML, specifically the EXE:5000 model. These machines are essential for executing the advanced processes required to manufacture cutting-edge chips like the Blackwell.
ASML there is no news on why this stock is down today. I wonder if it's a reaction to the election results and how geopolitics will influence this company? Anti China rhetoric will only go up.
ASML I am a bit worried that the channel from 2016 in log scale is broken under the trend support. 50% down from the June high is 532 support from the last October 2023. Where is the price going?
Semiconductor space getting hammered. SMCI auditor resigned. ASMLNVDAAMD going along for the ride. Nothing has changed for the company other than tag-along fear of the sector. If you think AI is going to be the future, then the hardware underneath it is a safe bet.