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How ASML Built a Monopoly in Chip Lithography
In this episode of Business Strategy Talks, Lucas and Luna unpack how a single Dutch company, ASML, came to control the $10 billion extreme ultraviolet lithography market—and why no competitor can touch it. They trace the company's high-stakes bet in the 1990s, the decades-long R&D partnership with Zeiss and Intel, the physics of shooting molten tin droplets with a laser to generate 13.5 nanometer light, and the mind-bending supply chain that makes ASML the only firm on earth that can build the machines printing the world's most advanced chips. Lucas and Luna also explore the…
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