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Ep. 238: Samsara CEO Sanjit Biswas, IBM, ServiceNow and ASML.
The Drill Down
The Impact of Export Controls on Advanced Chip Equipment Sales to China and ASML's Business Strategy
Discussion on the impact of export controls on advanced chip equipment sales to China, highlighting the difference in demand for mature chips and mid-critical chips in China, ASML's sales strategies, and revenue generation from maintenance of old machines.
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