China aims to acquire ASML machines amid strong market demand, Ross Gerber notes

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15 hours ago

China aims to acquire ASML machines amid strong market demand, Ross Gerber notes — China seeks ASML as demand climbs

Ross Gerber, CEO / President at Gerber Kawasaki, comments that China is unable to manufacture ASML machines and is eager to purchase them.

He highlights significant demand for memory in the market, suggesting that the influence of any single competing company is minimal. Gerber adds that market reactions to minor developments can create investment opportunities, referencing the activities of companies such as NVIDIA and ASML.

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Gerber has previously noted the importance of memory partnerships in the tech sector, highlighting that Elon Musk thanked Micron for ongoing memory supply support to Tesla. He has also commented on Tesla’s Full Self-Driving program, suggesting in another post that it should be renamed to pretty good self-driving. These remarks provide additional context to Gerber's focus on technological supply chains and product development.

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