Despite the continued market volatility, ASML (NASDAQ: ASML) is poised to remain the world's leader in making chip-fabrication equipment. In this video clip from the "Semiconductor Revolution" on Motley Fool Live, recorded on May 19, Fool contributors.com Jose Najarro and Nick Rossolillo discuss how the company has tailwinds working in its favor. Jose Najarro: ASML in their most recent earnings they did report that even right now, capacity is their biggest issue, they can only meet up to 60% of demand with the current orders that they have, so ASML, in the short-term, in reality, doesn't need to go find out any new customers.
Today's video focuses on Meta Platforms (NASDAQ: FB), Taiwan Semiconductor Manufacturing (NYSE: TSM), Shopify (NYSE: SHOP), and Qualcomm (NASDAQ: QCOM). All four companies provide solutions for emerging markets, and in the video, I describe some of the growth opportunities, including the metaverse, e-commerce, data centers, and autonomous systems.
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