A profile of ASML, Europe's most valuable company, as it prepares for a transition to High NA EUV, with high-volume manufacturing expected in 2027 and 2028
The Dutch company's machines are needed to make the AI chips that power ChatGPT and other models — When Christophe Fouquet interviewed … X: @oliviasolon and @business LinkedIn: Sarah Jacob and Peter...
ASML CEO Christophe Fouquet says “while we still prepare for growth in 2026, we cannot confirm it”, after Trump threatened 30% tariffs on the EU; ASML falls 9%+
3rd Update Mauro Orru / Morningstar, Inc. : ASML Narrows Guidance Amid Tariff Uncertainty, Warns On 2026 Growth RTÉ : ASML warns it may not achieve growth in 2026 Prashant Rao / Semafor : Trump threat...
ASML CEO Christophe Fouquet says cheaper AI “could mean more applications” and “more demand over time”, and “cost and energy” are the big issues to address
not less r/AMD_Stock : ASML expects new low-cost models like the one rolled out by China's DeepSeek to lead to more rather than less demand for AI chips, CEO Christophe Fouquet told CNBC Wednesday. r/...
ASML CEO Christophe Fouquet says he expects a slow chip market recovery to extend “well into 2025” due to “customer cautiousness”, as the US' China rules bite
Cagan Koc / Bloomberg :
ASML EVP Christophe Fouquet says decoupling the global chip supply chain would be “extremely difficult and expensive”, as major economies push for self-reliance
Top equipment maker sources globally while keeping most production in Netherlands Twitter: @chengtingfang and @mikepeeljourno Twitter: Cheng Ting-Fang / @chengtingfang : “We do not believe in #ASML th...