---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000667585.md"
description: "Frencken serves ASML and Applied Materials. If the AI chip buildout keeps going, shouldn't their equipment order book start reflecting it in the next quarter or two? What am I missing here? 🙏"
datetime: "2026-05-19T06:03:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000667585.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000667585.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000667585.md)
author: "[Eunice](https://longbridge.com/en/profiles/25747919.md)"
generator: "portal-rs"
---

# Frencken serves ASML and Applied Materials. If the…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**