2026
- Will ASML Finally Charge for Its Value?
Management hints ASML starts charging for value in 2027. Consensus says it won't.
- Substrate
X-ray lithography worked. The industry chose a different path. Substrate wants to go back. Will it work? What about XLight, ASML, TSMC?
- Lithography Economics
The Problem With Lithography. ASML, xLight, Substrate.
2024
- Monopsony and TSMC
Monopsony and Oligopsony, Bilateral Monopsony, Market Correlation, Bullwhip Effect, and more
