ASML, the Obscure Powerhouse at the Cutting Edge of Chip Technology

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.4 • 1.6K Ratings

🗓️ 15 November 2021

⏱️ 53 minutes

🔗️ Recording | iTunes | RSS

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Summary

This year has brought fresh awareness to the complexity of the semiconductor supply chain. Taiwan Semiconductor, the big manufacturer, has become a household name. But there's another giant that hardly anyone outside of the chip industry has heard of. ASML is a Dutch company that's at the cutting edge of Extreme Ultraviolet Lithography — the most advanced technology for reliably printing transistors onto a chip. If you want to produce the most advanced chips, you must buy equipment from ASML. But what do they do and how did they come to occupy this position? On this episode we speak with Chris Miller, an Assistant Professor at the Fletcher School at Tufts University, and the author of a forthcoming book about the semiconductor industry, about the company, where it came from, and the unique spot it occupies on the world stage.

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0:54.0	Hello and welcome to another episode of the Adlots podcast.
0:58.1	I'm Joe Wyesenthal.
1:00.0	And I'm Tracy Alloway.
1:01.7	So Tracy, obviously, we've done a lot of episodes about the semiconductor industry
1:08.4	about chips. There's one specific, I guess I would say, some component of the story
1:13.6	that people are like, oh, you guys gotta do that, you guys gotta do that,
1:16.8	which we have yet to hit so far.
1:18.7	You say there's one thing that we have yet to do, but I have a feeling like
1:22.3	this is the endless semiconductor series. And as soon as we finish this episode,
1:26.5	we're going to discover some other hidden component of the semiconductor supply chain.
1:31.2	And that's going to lead to another episode.
1:32.8	But yes, you're right.
	...

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