ASML CEO Christophe Fouquet discusses artificial intelligence, the market in China, as well as US pressure on allies further restrict sales of semiconductor technology to Beijing. Speaking to Tom Giles at the Bloomberg Tech Summit in London, Fouquet also says he is not considering moving a large part of the company’s operations outside of the Netherlands.
00:00 – Intro
00:38 – ASML CEO on AI and long-term, short-term opportunities
02:33 – ASML CEO on company’s performance, 2025-2026 growth
04:18 – ASML CEO on China market, semiconductor manufacturing
06:52 – ASML CEO on export controls on China, US restrictions, EUV limits
11:56 – ASML CEO on China restrictions, national security concerns
14:31 – ASML CEO on Netherlands, Dutch government and anti-immigration policies, labor migration, Draghi report
16:52 – ASML CEO on supply chain across Europe, want to keep research, manufacturing close in the Netherlands
18:42 – ASML CEO says he won’t consider moving large part of operation outside of the Netherlands
19:30 – ASML CEO on European targets, capacity, Asia as key manufacturing place for semiconductors
21:01 – ASML CEO on 2024 US Election, export control on China
22:50 – ASML CEO on new High NA EUV, price tag, demand expectations
25:39 – ASML CEO on supply chain
27:13 – Thank yous
——–
More on Bloomberg Television and Markets
Like this video? Subscribe and turn on notifications so you don’t miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9
Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more.
Connect with Bloomberg Television on:
X: https://twitter.com/BloombergTV
Facebook: https://www.facebook.com/BloombergTelevision
Instagram: https://www.instagram.com/bloombergtv/
Connect with Bloomberg Business on:
X: https://twitter.com/business
Facebook: https://www.facebook.com/bloombergbusiness
Instagram: https://www.instagram.com/bloombergbusiness/
TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en
Reddit: https://www.reddit.com/r/bloomberg/
LinkedIn: https://www.linkedin.com/company/bloomberg-news/
More from Bloomberg:
Bloomberg Radio: https://twitter.com/BloombergRadio
Bloomberg Surveillance: https://twitter.com/bsurveillance
Bloomberg Politics: https://twitter.com/bpolitics
Bloomberg Originals: https://twitter.com/bbgoriginals
Watch more on YouTube:
Bloomberg Technology: https://www.youtube.com/@BloombergTechnology
Bloomberg Originals: https://www.youtube.com/@business
Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake
Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol
Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts
source
