ASML CEO Christophe Fouquet: No one is coming for us

ASML CEO Christophe Fouquet said AI-driven chip demand will keep the chip supply chain constrained for years.

He said ASML is expanding capacity, but its EUV tools remain expensive because they are essential for the most advanced chips.

Fouquet argued that the newest machines can still lower wafer costs on advanced layers despite high upfront prices.

He also addressed efforts to challenge or replicate ASML’s technology, underscoring the company’s central role in chip manufacturing.

ASML’s EUV monopoly makes it a critical chokepoint for AI infrastructure and broader geopolitical competition.