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  • Hacker News
  • You sell the most shovels right before the gold rush ends.
    by _fw
  • Phew. That was close. Thought we would be able to upgrade all of our tech for a moment there!
    by cyberjunkie
  • Despite the fact that chip making machines come before chips, this seems like a lagging indicator, not a leading indicator.

    These would be among the first orders placed in a build-out plan, and the build-out plans are first in a boom. The bust phase would very well happen before the orders are completed, and orders would not decline until the bust phase starts?

    by toss1
  • Aren't they always selling everything they manufacture? No matter if you are in a boom or a bust, ASML will always have a years long backlog.
    by PowerElectronix
  • Everything's fine, don't look at CoreWeave's ticker, look at (picks random other healthy company) ASML instead.
    by mwkaufma
  • The title makes no sense... how does ASML orders where you get the machine in the far future predict AI spending?
    by emkoemko
  • I’d think that orders for long lead time rivalrous slots of a very finite resource are basically OOTM call options for future demand. It says something that firms think demand is plausible but not a whole lot about how probable it really is. You can always idle these things, you can’t conjure one immediately.
    by sklargh
  • Feb 2000: Record orders for chip gear push SEMI index to four-year high

    https://www.eetimes.com/record-orders-for-chip-gear-push-sem...

    > Capital equipment suppliers have been increasing their forecasts for revenue growth in 2000 as chip manufacturers begin to add new wafer fabs and backend assembly plants. Last week, for example, Applied Materials Inc.–the world's largest semiconductor equipment supplier–announced it had increased its forecast for industry growth in wafer fab equipment sales to 46% from a projection of 19% at the end of last year (see Feb. 16 story).

    > The strong wave of new orders “confirms the strength of the current market cycle,” said Stanley T. Myers, president of SEMI.

    This time it's different.

    by scrlk

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