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Angle:Monopoly economics meet geopolitics
ASML is the sole supplier of EUV lithography. The machines required to print the world's most advanced chips. This week we study how a near-monopoly is priced when customer concentration and export controls cut both ways.
- EUV order book vs. memory & foundry capex cycle
- China revenue exposure under tightening export rules
- Service & upgrade revenue as a recurring cash-flow anchor
Revenue, Profit, and Margins
The three numbers that reveal whether a business actually works.
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