An interview with ASML CEO Christophe Fouquet on the company's 42-year history, its complex supply chains across 2,000 companies, US export bans, AI, and more
THE SO WHAT
ASML’s 2,000-supplier web and exposure to export controls show how concentrated and geopolitically entangled advanced manufacturing has become. If your roadmap assumes steady access to leading-edge nodes, you need contingency plans that include node flexibility, alternative fabs, and potential schedule slips baked into commitments.
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