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
59.0¢ |
Change
0.030(5.36%) |
Mkt cap ! $106.9M | |||
| Open | High | Low | Value | Volume |
| 56.0¢ | 59.5¢ | 55.5¢ | $77.43K | 133.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1000 | 59.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 59.5¢ | 3207 | 6 |
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| Last trade - 12.09pm 20/06/2025 (20 minute delay) ? |
| ASM (ASX) Chart |