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How ASML Built a Monopoly on Lithography Machines
Every advanced microchip in the world is made with a machine that only one company can produce: ASML's extreme ultraviolet lithography systems. In this episode, Lucas and Luna unpack how ASML turned a physics problem into a near-impossible competitive moat — why the company spent 20 years and $9 billion developing EUV, how it locked up the supply chain for specialized optics and lasers, and why the U.S. government now restricts ASML's exports to China. You'll learn what 'co-innovation with customers' really means, why ASML's installed base creates a switching…
The skinny
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