This podcast features an interview with Christophe Fouquet, CEO of ASML, a leading producer of lithography systems crucial for creating computer chips. The discussion covers ASML's unique EUV technology, the challenges of shrinking chip size (Moore's Law), the company's long-term R&D strategy, and the geopolitical implications of chip manufacturing concentration. Fouquet details ASML's collaboration with ZEISS and the importance of customer co-investment in developing EUV technology, highlighting the 10-15 year technological gap between China and the West in advanced chip manufacturing. The interview concludes with Fouquet's insights on leadership, personal drive, and advice for young people. A specific takeaway is that ASML's latest machine is the size of a double-decker bus and requires seven planes and 50 trucks for transport.
