Microsoft is mentioned as a company making significant capex investments for AI, which will require more chips.
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I studied the Rarest Monopoly in Global Tech | ASML Holding NV
Apr 19, 2026
This video analyzes ASML Holding NV, a unique B2B company in the capital goods sector that manufactures essential machinery for the semiconductor industry. Key customers like TSMC, Intel, and Samsung have invested in the company, recognizing the critical role its machines play in producing advanced chips for AI and modern technology. The company holds a near 100% market share for its specialized EUV machines, which are extremely expensive and complex to manufacture and transport.
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Amazon is mentioned as a company making significant capex investments for AI, which will require more chips.
Apple is mentioned as a customer that uses ASML's low NA EUV machines for chip manufacturing.
Super Micro Computer is mentioned in the context of AI labs and the broader AI value chain.
Micron is identified as a customer of ASML, involved in memory chip manufacturing.
Meta is mentioned as a company with significant data center and AI capex, driving demand for semiconductors.
Alphabet (Google) is mentioned as a company with significant data center and AI capex, driving demand for semiconductors.
Nvidia's chips are manufactured by TSMC, indirectly linking it to ASML's technology.
Samsung is listed as a key customer and investor in ASML, highlighting its role in the semiconductor supply chain.
Intel is mentioned as a key customer of ASML, indicating its involvement in advanced chip manufacturing.
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