One such example is ASML, the Dutch multinational corporation that makes lithography machines used in the production of advanced semiconductors. Their machines are used to etch circuits into silicon wafers and according to at least one tech analyst, ASML is the single most critical company in the semiconductor supply chain.
ASML CEO Peter Wennink told the Financial Times that they will be shipping more machines this year than last year, and more machines next year than this year. Even still, “it will not be enough if we look at the demand curve,” he said.
