A CN economist said in 2021 that "as long as China masters this technology, China's production costs will be cheaper than the international level, and ASML will be driven out of the world's lithography machine market in three years". Now the time has come, and ASML is not only alive, but has also set a record high. Even an economics student like me knows that ASML is "unique with a scorpion's tail" and is one of the charging knights of AI (other AI knights include Nvidia, Microsoft, and Google). Economists actually think that ASML will be over. What's going on? ASML is currently priced at $1047, the first target is $1147, and the second target is $1459.
