ASML develops and markets advanced semiconductor equipment systems. The company has the most advanced lithography systems in the world. Leandro does a great job breaking down the semiconductor industry into normal terminology. Listen as Brett and Ryan ask Leandro questions about the company, its business model, and valuation. Enjoy the show!

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Timestamps

ASML Holding | (6:13)

Value Chain | (17:31)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.