ASML is racing to expand capacity as demand for the advanced chipmaking equipment needed to power the AI boom stretches years into the future. Intesa Sanpaolo analyst Antonella Frongillo discusses why semiconductor equipment makers are already talking with customers about demand into 2029 and 2030, and why she sees further upside for ASML despite uncertainty around its China business and new regulatory restrictions. She joins Ed Ludlow on “Bloomberg Tech.”
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