Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
How ASMLs AI Chip Boom Is Reshaping Global Semiconductor Trade
ASML just hiked its sales forecast for the second time this year, driven by insatiable demand for AI chips. In this episode, Lucas and Luna unpack how a single Dutch company — the sole maker of extreme ultraviolet lithography machines — has become the choke point in global semiconductor trade. They examine what the ASML order book tells us about AI infrastructure spending, why the US, EU, and China are all jockeying for access to its machines, and how semiconductor export controls are reshaping supply chains from Eindhoven to Taiwan. The hosts also touch on China's slowest quarterly…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.