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How ASML Built a Moat on Extreme Ultraviolet Lithography
ASML is the only company in the world that makes extreme ultraviolet lithography machines, the $200 million systems used to etch the most advanced chips. Lucas and Luna break down how ASML turned a near-bankrupt bet in the 1990s into a monopoly protected by complexity, patents, and a web of supplier relationships. They talk about the physics of EUV light, the decades of R&D, and why even governments can't easily replicate it. If you want to understand one of the most defensible moats in tech, this episode is for you. Plus, a quick word on how listener support keeps the show ad-free…
The skinny
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