Скачать или смотреть I Counted the Chips, Then the EUV Machines

I wrote my first article on ASML back in Aug, last year when it's share price was hovering around $600.

Here is the article:

https://theneuralstack.substack.com/p...

Right now its trading at above $1000.

I have published my 2nd article on ASML's revenue projection:

https://theneuralstack.substack.com/p...

I analyzed upcoming data center projects across the United States, estimated GPU demand based on each facility’s planned gigawatt capacity, and translated that into projected ASML lithography machine requirements over the next 3–5 years.

Timestamps:

0:00 – Introduction: Early ASML Call and Stock Performance
0:30 – Why This Company Matters in the AI Data Center Boom
1:00 – AI Data Center Basics: Logic Chips vs Memory Chips
1:40 – Nvidia, Memory Makers, and TSMC’s Role
2:05 – ASML Explained: The Backbone of Advanced Chipmaking
2:45 – ASML’s Monopoly in EUV and Why China Is Far Behind
3:20 – Mapping Upcoming AI Data Centers by Tech Giants
3:55 – Why Power (GW) Is the Key Metric for AI Expansion
4:25 – GPU Power Consumption and Rack-Level Calculations
5:05 – Translating Energy Capacity into GPU Demand
5:45 – Logic vs Memory Chip Ratios and Assumptions
6:30 – Projected Chip Demand Over the Next 4–5 Years
7:10 – Estimating EUV Machine Demand (Low-NA vs High-NA)