ASML CEO Christophe Fouquet discusses artificial intelligence, the market in China, as well as US pressure on allies further restrict sales of semiconductor technology to Beijing. Speaking to Tom Giles at the Bloomberg Tech Summit in London, Fouquet also says he is not considering moving a large part of the company’s operations outside of the Netherlands.
00:00 – Intro
00:38 – ASML CEO on AI and long-term, short-term opportunities
02:33 – ASML CEO on company’s performance, 2025-2026 growth
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, national security concerns
14:31 – ASML CEO on Netherlands, Dutch government and anti-immigration policies, labor migration, Draghi report
16:52 – ASML CEO on supply chain across Europe, want to keep research, manufacturing close in the Netherlands
18:42 – ASML CEO says he won’t consider moving large part of operation outside of the Netherlands
19:30 – ASML CEO on European targets, capacity, Asia as key manufacturing place for semiconductors
21:01 – ASML CEO on 2024 US Election, export control on China
22:50 – ASML CEO on new High NA EUV, price tag, demand expectations
25:39 – ASML CEO on supply chain
27:13 – Thank yous
——–
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