ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an “arms race,” but that he sees no bubble in the industry. The Dutch company is Europe’s most valuable company, and one of the most important cogs in the global AI supply chain. ASML has a near-monopoly on extreme ultraviolet lithography machines, which are vital for manufacturing advanced chips. Bloomberg’s Tom Mackenzie spoke to Christophe Fouquet in an exclusive conversation at the company’s headquarters in Veldhoven, the Netherlands, on November 14.
Watch the full episode:
00:00 Lithography and chipmaking
00:50 The future of lithography
02:33 Mistral AI investment
04:00 Is there an AI bubble?
06:00 AI boom: Does spending make sense?
06:45 The AI arms race
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@GMorning10
December 13, 2025 at 3:54 am
Brown shoes match well with colorful socks and tight pants😂
@Oldaker
December 13, 2025 at 4:52 am
Crazy cool company
@alexanderrose1556
December 13, 2025 at 9:30 am
Speaking of the “guy selling the shovels during a gold rush” this is that guy and this is that shovel company.
@jf6882
December 13, 2025 at 3:33 pm
I’m buy more ASML stock every month. This Monopoly won’t be broken.
@Tylern7
December 14, 2025 at 10:05 am
All this AI spending yet Siri is still retarded.
@Weathering123
December 14, 2025 at 10:36 am
ASML will be done after the Hi NA EUV. Like it or not China is pursuing a strategy of DUV + Deposition/Etching (Multi-patterning) to bypass EUV, and there is indeed major research into new materials to replace silicon. It over
@robertjanhoning3922
December 14, 2025 at 1:37 pm
Great, I believe in ASML as a major innovator for the future, non-complacency is the most important test to stay invested with them.But,…what is it about those socks of these guys?