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How the ASML Board Guards a Chipmaking Monopoly
In this episode of Boardroom Conversations, Lucas and Luna dive into the inner workings of ASML, the Dutch company that holds a near-monopoly on extreme ultraviolet lithography machines — the essential tools for making advanced semiconductors. They explore how the board navigates a unique position where customers like TSMC, Samsung, and Intel are both partners and competitors, and how it manages the tension between selling to everyone and keeping its technology edge. Lucas breaks down the board's strategy of 'controlled scarcity' — selling only 50 to 60 EUV machines a year —…
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