ASML CEO Christophe Fouquet discusses synthetic intelligence, the market in China, in addition to US stress on allies additional prohibit gross sales of semiconductor expertise to Beijing. Chatting with Tom Giles on the Bloomberg Tech Summit in London, Fouquet additionally says he’s not contemplating shifting a big a part of the corporate’s operations outdoors of the Netherlands.
00:00 – Intro
00:38 – ASML CEO on AI and long-term, short-term alternatives
02:33 – ASML CEO on firm’s efficiency, 2025-2026 development
04:18 – ASML CEO on China market, semiconductor manufacturing
06:52 – ASML CEO on export controls on China, US restrictions, EUV limits
11:56 – ASML CEO on China restrictions, nationwide safety issues
14:31 – ASML CEO on Netherlands, Dutch authorities and anti-immigration insurance policies, labor migration, Draghi report
16:52 – ASML CEO on provide chain throughout Europe, need to hold analysis, manufacturing shut within the Netherlands
18:42 – ASML CEO says he will not take into account shifting giant a part of operation outdoors of the Netherlands
19:30 – ASML CEO on European targets, capability, Asia as key manufacturing place for semiconductors
21:01 – ASML CEO on 2024 US Election, export management on China
22:50 – ASML CEO on new Excessive NA EUV, price ticket, demand expectations
25:39 – ASML CEO on provide chain
27:13 – Thank yous
——–
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