Bloomberg Talks cover image

ASML CEO Talks AI, Chips and China

Bloomberg Talks

00:00

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.

Play episode from 15:31
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app