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10 Weekend Reads

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Top Chinese Frontier AI Models Carry the Fingerprint of…

Prediction: ASML Will Join the $800 Billion Club in 2029

Demand that exceeds its production capacity, plus a modest 12.7% annual growth pace, is all the chip-equipment giant needs.

  • ASML could reach $800 billion market cap by end of 2029
  • Monopoly on EUV lithography machines crucial for semiconductors
  • Revenue and net income record-breaking in Q3 at $13.6B and $5B

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