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GuB-42 • today at 3:37 PM • 0 replies • view on HN

ASML sell photolithography machines, which presumably can be used for many kinds of chips: CPUs, GPUs, flash, RAM, etc...

They don't need to be AI chips, so even if the AI bubble bursts before they managed to get a ROI, they can switch to other applications that need high end electronics, such as PCs and smartphones, maybe cars.