Because he knew in advance that chip manufacturing would be leaving China?
Little-known indeed - Cramer talks about it once a week. If you follow tech stocks, you’ll know who they are.
“As it turns out a Dutch company called ASML, which develops and manufactures photolithography, will be providing TSMC the world’s most advanced chip-making tool in 2024. “
I don’t get it. Why can’t Intel buy the same machines. I’m sure ASML wouldn’t mind the extra business.