Sam Altman wants a USD$7T investment in AI infrastructure.
US government wants independent chip production not reliant on Chinese-dominated supply chain.
There are a lot of positive tailwinds for ASM in this context. It's not the same as buying aluminium pots and pans.
https://www.linkedin.com/pulse/rising-tide-ai-computing-chips-demand-rare-earth-metals-j%C3%BCrgen-riedel-4nbhe/
"The AI chip industry's growth is inseparably linked to the production and supply of rare-earth metals. As this sector evolves, understanding the dynamics of rare-earth metal production becomes ever more critical."
Sam Altman wants a USD$7T investment in AI infrastructure.US...
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Last
98.0¢ |
Change
-0.010(1.01%) |
Mkt cap ! $176.1M | |||
| Open | High | Low | Value | Volume |
| 99.5¢ | 99.5¢ | 98.0¢ | $188.5K | 191.3K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 12 | 140558 | 98.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 99.5¢ | 38041 | 1 |
View Market Depth
| Last trade - 16.10pm 31/05/2024 (20 minute delay) ? |
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Last
98.5¢ |
Change
-0.010 ( 0.51 %) |
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| Open | High | Low | Volume | ||
| 98.0¢ | 99.0¢ | 98.0¢ | 32637 | ||
| Last updated 15.59pm 31/05/2024 ? | |||||
| ASM (ASX) Chart |