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.
"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."
- via https://www.linkedin.com/pulse/rising-tide-ai-computing-chips-demand-rare-earth-metals-j%C3%BCrgen-riedel-4nbhe/
Sam Altman wants a USD$7T investment in AI infrastructure.US...
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Last
57.0¢ |
Change
-0.020(3.39%) |
Mkt cap ! $115.3M | |||
| Open | High | Low | Value | Volume |
| 59.0¢ | 59.0¢ | 57.0¢ | $382.3K | 660.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 7 | 54800 | 57.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 57.5¢ | 32829 | 3 |
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| Last trade - 16.10pm 30/07/2025 (20 minute delay) ? |
| ASM (ASX) Chart |