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How the ASML Board Guarded the Lithography Monopoly
Episode 106 of Boardroom Conversations dives into ASML, the Dutch company that holds a near-monopoly on the extreme ultraviolet lithography machines essential for making the world's most advanced microchips. Lucas and Luna examine how the ASML board managed a single critical supplier relationship—with Zeiss—to protect its proprietary technology, and why the board chose to acquire a 24.9 percent stake in Zeiss's semiconductor optics division rather than build in-house. They also explore the board's unusual "Dutch sandwich" governance structure that balances the interests of key…
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