China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse e

The John Batchelor Show

John Batchelor

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4.5 • 2.8K Ratings

🗓️ 17 October 2025

⏱️ 11 minutes

🔗️ Recording | iTunes | RSS

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Summary

China's Tech Espionage and the Difficulty of Reverse Engineering Advanced Chip Tools. Chris Riegel discusses how TSMC and ASML technology face constant threats from Chinese industrial espionage. ASML's chipmaking tools are highly complex, making reverse engineering nearly impossible. Europe is waking up to the risks; recently, the Dutch government seized China-owned chipmaker Nexperia. China is estimated to be two to three years behind US high-end chip technology and requires access to advanced ASML tools to catch up.

Transcript

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0:00.0	Building a coffee business?
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0:23.6	This is CBSI on the world.
0:26.3	I'm John Batchel.
0:27.3	The Scholar Report was CEO Chris Regal of Scala.com,
0:31.0	a global technology firm,
0:32.6	business on all the occupied continents.
0:35.4	Financial Times headline,
0:42.3	TSM raises sales outlook on very strong, quote, AI demand. Subhead, the world's biggest chip manufacturer supplies,
0:45.3	NVIDIA, and Apple.
0:47.3	TSM is located outside of Taipei, Taiwan.
0:51.3	I've never visited. I've visited Taiwan. It's a mountainous region. There are
0:56.8	earthquakes. Things happen. There's also the People's Republic of China just a short
1:01.8	kite flight away. And that is the threat to TSM and their ability to translate NVIDIA's design
1:09.4	and the tools, sometimes called FABs, produced from a
1:15.6	company called ASML, located in the Netherlands in Europe. Chris, a very good day to you. TSM's
1:23.9	making money. What a surprise. TSMC is integral to the Trump camp, the Trump camp's
	...

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