AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
7min chapter
ASML Chief on China Chips, HSBC Restructuring, GM Earnings
Bloomberg Intelligence
The Tech Cold War: ASML and Semiconductor Dynamics
This chapter explores the tech cold war between China and the West, focusing on ASML Holdings and its decreasing reliance on the Chinese market amid U.S. pressures. It contrasts ASML's struggles with TSMC's promising AI revenue growth and examines the broader implications for the semiconductor industry. The discussion highlights the differing fates of traditional markets and the emerging AI sector, along with personal insights on smartphone upgrades.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode