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
56.0¢ |
Change
-0.060(9.68%) |
Mkt cap ! $101.5M | |||
| Open | High | Low | Value | Volume |
| 61.0¢ | 61.0¢ | 56.0¢ | $141.1K | 245.5K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 19162 | 56.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 57.0¢ | 9805 | 1 |
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| Last trade - 16.10pm 19/06/2025 (20 minute delay) ? |
| ASM (ASX) Chart |