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Technology Stocks : ASML Holding NV
ASML 1,015-1.4%3:11 PM EST

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From: BeenRetired10/11/2025 10:24:47 AM
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Demand/supply gap "actually grown over the last twelve months”

“I actually think the demand for compute and the gap between supply and demand of where we are today has actually grown over the last twelve months,”

"I do think this ecosystem is going to continue to grind higher.”

"In an interview by CNBC, the analyst suggested that many of the investigations and export restrictions are being used as negotiating tactics in a larger trade deal that could be announced in the coming months."

Semiconductors will grind higher despite U.S.-China tensions – analyst
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