12min chapter

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ASML CEO Talks AI, Chips and China

Bloomberg Talks

CHAPTER

Navigating Challenges in Semiconductor Manufacturing

This chapter explores the effects of anti-immigration policies on ASML's operations in the Netherlands, emphasizing the necessity of a diverse workforce. It discusses the geopolitical landscape and the need for EU semiconductor capacity expansion amid competition from Asia, while also highlighting the implications of the U.S. elections on the global chip industry. Additionally, the chapter examines the launch of ASML's high NA EUV product, addressing its high cost and the critical value it brings to advancements in technology.

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