ASML chief on his biggest concern about the world: ‘Polarisation’
Why now
Thesis: ASML monopoly faces geopolitical fragmentation risk
Catalyst to watch: Export-control policy or China demand shifts
Main risk: Tighter controls could cut ASML's addressable market
Why it matters
ASML's CEO flagging polarization highlights geopolitical and export-control risk to its monopoly chip-equipment business.
Details
Christophe Fouquet, chief executive of ASML, has built Europe’s biggest business through a total monopoly over the most advanced chipmaking equipment. ► Enjoying FT content? Get a daily slice of the very best FT journalism with FT Edit. Free for 30 days then just £4.99 a month See if you get the
Sources
- youtube · 2026-09-28 13:10 UTC