Mark Hibben, author at Seeking Alpha, is following ASML Holdings as his "Idea of the Month." He weighs in on competition in the chip equipment space and the company's development of EUV lithography technology.

Hibben weighs in on ASML's unique place in the semiconductor market, since it's the only supplier of EUV machines. He believes ASML will probably be the only supplier for the next 10 years.

We discuss Intel's and Nvidia's place in the market and what the immediate and long-term future looks like for the space.