Decoding Excellence: ASML's Evolution Towards Leadership and Beyond - GeoWatch

Join TechInsights' Vice Chair, G. Dan Hutcheson, and author Marc Hijink, who spent 3 years immersed in ASML, as they discuss the rise of ASML, the world's leading chip equipment supplier. Explore its EUV technology, partnerships, and global impact. Can it maintain its position?

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04:21 US/EU onshoring policies' impact on Asia
08:14 Geopolitics: Obstacle or driver for ASM
13:55 How did ASML achieve global leadership?
18:34 Lessons from ASML's collaboration
27:04 Why is TSMC the EUV leader?
33:13 Will HighNA help Intel regain leadership?
39:20 Why doesn't Nvidia use 3nm process?
42:07 ASML's competitors in the EUV market

#ASML #semiconductor #EUV #Geopolitics
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