Navigating the Chip-Making Landscape

This chapter explores the chip-making industry with a spotlight on ASML, highlighting stock fluctuations and insights from the CEO on semiconductor demands and U.S. regulations. It delves into the geopolitical impact of export controls on China's access to advanced technology and discusses the balance between national security and European business interests. The chapter also examines the cyclical nature of the technology sector, current investment trends in AI chips, and the competitive dynamics among leading industry players.