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“With $ASML, $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards…”
@aleabitoreddit · Serenity
TOWA dominates semiconductor resin encapsulation and singulation equipment — a Japan-based chokepoint in AI and advanced chip packaging supply chains.
TOWCFLONG@ $20.98
$14.95-28.74%
since call Jun 21
“With $ASML, $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards…”
@aleabitoreddit · Serenity
ASML's EUV monopoly makes it the unkillable chokepoint in frontier semiconductor supply chains outside the US.
ASMLLONG@ $1,977.67
$1,644.92-16.83%
since call Jun 21
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