@bymichhuynh: More details below👇🏻 Follow @bymichhuynh for more money content 🤍 💡 ASML has complete monopoly on the machines that can make advanced chips. - Each machine costs up to US$400 million (~AUD$620 billion), and takes years to manufacture. - It also took 30 years and billions on R&D to develop. - - Their backlog of demand sits at US$46.5 billion (~AUD$50 billion). 💡 TSMC manufactures manufactures over 90% of the world’s most advanced chips (and this number keeps growing). They are forecasting full-year 2026 revenue growth of over 30%. 💡 Micron and SK Hynix control around 80% of the high-bandwidth memory AI runs on. This is a specialised chip that sits directly alongside the processor, so AI can access data almost instantly. Analysts describe 2026 as a “sold-out environment” where demand significantly outpaces supply with no major indication of slowing down. ⚠️ General information only, not personal financial advice. Past performance is not an indicator of future results. Always do your own research. #semiconductors #wallstreetjournal #ausfinance #etfinvesting #wealthmindset
