Say Hello to My Little Chipmaker: ASML's $400 Million Gamble

First You Get the Machine...

Alright listen up you greedy bastards. I'm Tony Montana and I'm here to tell you about this thing in Netherlands the 'High NA'. This ain't no ordinary machine; it's a freaking monster that costs $400 million! They say it makes microchips but I see a whole lotta Benjamins. Bigger than a double decker bus they said. Seven 747s to move it? You gotta be shitting me this is like moving the world. ASML it's like they're cornering the market 'You need me you come to me'. This is how you stay on top you control the flow.

Then You Get the Power...

This High NA is going to Intel and Samsung TSMC too. Only the big boys can afford this crap. They can make chips faster better more of 'em. This machine has the power and with power comes respect and with respect... comes more power! They say it can cut down chip prices. What do I care? It’s all about the profit margin baby. The smaller the chip design the more they make the bigger the cut.

Risk It All You Roll the Dice

ASML took a big gamble on this EUV thing and it almost went bust. Now they're swimming in dough. Jos Benschop that crazy son of a b*tch he knew what he was doing. 'We barely made it.' Well they made it alright. Now they are making the future. Shooting freakin molten tin with lasers. That's some futuristic gangster sh*t right there. Imagine using that thing on your enemies! Too bad they got it sealed up in a vacuum to do it. Business is war.

The China Connection

China's buying up all the older machines because they can't get their hands on this EUV stuff thanks to Trump's tariffs and those other clowns. Newman says they're trying to make smartphones with DUV tech? Good luck with that. This is about AI now and whoever controls the chips controls the future. The money is going out not coming in. Always the same.

Tariffs Tariffs Who Gives a Sh*t?

Trump wants to slap tariffs on everything. ASML doesn't know what's going to happen. They got suppliers all over the world. It's a mess. But you know what? When you're on top you find a way. Money talks. And when it doesn't talk you convince it to speak. No matter what in this country you gotta make the money first. Then when you get the money you get the power. Then when you get the power then you get the woman.

U.S.A! U.S.A!

ASML is building training centers in Arizona training people hiring Americans. Gotta keep the government happy. Gotta stay one step ahead. Intel wants to make chips here again big fabs in Ohio and Arizona. Good for them. More money for everyone. But let me tell you something it's not just about making chips it's about controlling the game. You gotta be the best the fastest the most ruthless. 'Me I always tell the truth even when I lie.'