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
53.0¢ |
Change
-0.005(0.93%) |
Mkt cap ! $96.11M | |||
| Open | High | Low | Value | Volume |
| 53.0¢ | 54.3¢ | 53.0¢ | $116.6K | 218.2K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 8 | 20539 | 53.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 54.0¢ | 707 | 1 |
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| Last trade - 16.10pm 24/06/2025 (20 minute delay) ? |
| ASM (ASX) Chart |