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Chronicles

The story behind the story

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A profile of ASML, the most valuable tech company in Europe, as the US-China chip war escalates; ASML's next apartment-sized machine ships in 2025 for $380M+

In 1984, Martin van den Brink, a young Dutch engineer, joined a newly created venture in a quiet corner of the Netherlands. Tweets: @cagankoc , @tw_seal , @deutschjill , and @thestalwart Tweets: Cagan Koc / @cagankoc : “I never expected to be where we are today” @ASMLcompany now practically owns the market for a critical piece of equipment needed to produce the brains of everything that makes modern life possible. Here's our big take on Europe's most valuable tech firm https://www.bloomberg.com/... Thomas Seal / @tw_seal : Great read on ASML, the Dutch company at the heart of the chip war, by @cagankoc, @ianmking & @DeutschJill Its new machine will be the size of an apartment, cost $380 million - more than a Boeing 787 - and etch patterns on silicon smaller than a virus https://www.bloomberg.com/... Jillian Deutsch / @deutschjill : To anyone who's ever asked, “What's ASML?” — @cagankoc, @ianmking and I have you covered: https://www.bloomberg.com/... Joe Weisenthal / @thestalwart : Great read here on ASML, its role in the global chip industry, and its positioning vis a vis US-China tensions. https://www.bloomberg.com/... from @cagankoc @ianmking and @DeutschJill https://twitter.com/...

Bloomberg

Discussion

  • @thestalwart Joe Weisenthal on x
    Great read here on ASML, its role in the global chip industry, and its positioning vis a vis US-China tensions. https://www.bloomberg.com/... from @cagankoc @ianmking and @DeutschJill https://twitter.com/...
  • @cagankoc Cagan Koc on x
    “I never expected to be where we are today” @ASMLcompany now practically owns the market for a critical piece of equipment needed to produce the brains of everything that makes modern life possible. Here's our big take on Europe's most valuable tech firm https://www.bloomberg.com…
  • @tw_seal Thomas Seal on x
    Great read on ASML, the Dutch company at the heart of the chip war, by @cagankoc, @ianmking & @DeutschJill Its new machine will be the size of an apartment, cost $380 million - more than a Boeing 787 - and etch patterns on silicon smaller than a virus https://www.bloomberg.com/..…
  • @deutschjill Jillian Deutsch on x
    To anyone who's ever asked, “What's ASML?” — @cagankoc, @ianmking and I have you covered: https://www.bloomberg.com/...