Berthold Schmidt

Chief Technology Officer, Trumpf
· tracked since Sep 2026
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ASML ASML Hol... ASML Holding N.V.
Long
Sep 02
$1665.15
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EUV lithography supply chain solid growth.
Berthold Schmidt says AI is driving technical innovation across semiconductors, with order books building and Trumpf planning to triple EUV laser output for ASML within two years and double or triple generator output. He describes ASML as having a near monopoly in cutting-edge lithography, making the EUV/lithography supply chain a solid growth area even if he would not call it a super cycle.
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Berthold Schmidt has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026.