The one question they didn’t discuss is how they are going to fill the hole in revenue when they lose more and more Chinese business. This should be the only relevant question for the CEO of a company
@@dewensun4332 That's exactly what I want to say. He has made excuses everytime only to defend his failure. He's never mentioned how to overcome this situation. How incompetent.
@@chengdongli8434Wethere it can technically be possible or not, What he gotta do is trying to find alternative market etc instead of talking shit with another idiot on youtube. He seems doesn't has a plan. That's a point. CEO is the man who take charge of company, not complaining shits about circumstance he encounts.
@@chengdongli8434 Wethere it can technically be possible or not, What he gotta do is trying to find alternative market etc instead of talking shit with another idiot on youtube. He seems doesn't has any plan. That's a point. CEO is the man who take charge of company, not complaining shits about circumstance he encounts.
And what would happen if Chinese DUVs reach 14nm nodes or maybe 7 or 5 nm or 3nm with stronger patterning processes with higher yield eliminating the use of powerful DUVs or EUV in 3 years.
1st time: ASML- "Even if you are given a complete blueprint, you can't build a lithography machine." 2nd time: In January 2022, ASML President Peter Wennink said, "It is unlikely that China will independently develop top-level lithography technology, but it is not impossible, because I know that the laws of physics are the same in China and here. Never say never, they will definitely try." 3rd time: In early April 2023, ASML President Peter Wennink accused China of self-developed lithography machines as "destroying the global chip industry chain", implying that China should abandon independent research and development and rely on equipment and services provided by ASML. 4th time: At the end of April 2023, ASML Peter Wennink said, "In the face of the semiconductor export controls led by the United States, it is reasonable for China to seek to develop its own semiconductor manufacturing equipment." He also pointed out that "the so-called security plans of some countries will inevitably lead to a chain reaction in the semiconductor industry, especially the chip subsidy policy introduced by the United States and Europe, which has led to the current oversupply of chips. He also emphasized that "competitors may produce the most advanced lithography machines, so it is absolutely necessary for ASML to enter the Chinese market. ” 5th time: In June 2023, ASML - China's lithography machine technology was "stolen" . * within 4 years, China has already got DUV on her own, and Chinese EUV is ready to be released by next year.
he has been pressured to say such things, what he says in public is most likely not what he is doing in China. why would he screw up a good deal which will never come again. think about it, if China manages to gear up to produce high end chip at very competitive price, then, no one will buy any machine from ASML ever again except the military that will buy one or two, because what is the point of making chips that cannot compete with the cheapest. unless ASML do like apple, VW and Tesla, i.e. relocate their factory to China in order to sit on top of the situation and do as the roman do, their days will be numbered for sure.
Anybody who knows the story about the early cooperation between China and Europe in Galileo project (European satellite navigation system) would easily conclude that the same thing would happen to ASML, it’s just a matter of time for Chinese to catch up and ultimately overtake the ASML in lithography. Today the Chinese satellite navigation system Beidou/Compass is far far better than Galileo!
Il dit : qu’ils sont en avance de 10 ans à 15 ans par rapport à la Chine 🇨🇳 fière de lui 😂😂 mais quel suicide idiote. Ils n’ont rien compris des sanctions débiles contre la Russie 🇷🇺
you mean the technologies that was transfered to china from Europe, including the atomic clock which was the core technology of the Chinese GPS system that was handed to China naively by the Europeans!
You could see the hate and disdain in his voice and even bragging about stopping China from having access to technology. I hope Chinese never forgets this attitude at the right time.
@@safetydeskltd9047 agree 200%. China been around 5k years w longest culture. People work hard and are smart. There is a Chinese proverb, bite thy time…at the right time, it will strike back. Asml will just be another casualty in history… like IBM mainframe, Intel today, etc.
@@geraldnwosu2592 lmao. freedom? you meant talking to Snowden about monitoring citizen's calls? Yup, so free that there are gun violence at schools , churches, and malls.... I feel much more free walking at 2am in Shanghai and Beijing than here in San Francisco. Homeless and drugs everywhere. LMAO. hundreds of millions of chinese travel out of the country every year and they all return to home. They love their freedom. No one here trust the media... who is building and then supporting the open air prison and apart-heid? yup, the West. Who is the oppressor for decades? LMAO.
@@geraldnwosu2592 I feel more free walking at nights in shanghai than here in san fran, with so many homeless, drug abuses etc.... so much freedom here and we see gun violence every other day at schools, churches and malls. sadly
@@willgates8383 yes exactly, there was a huge pressure on government level from the us so the Dutch government has issues export restrictions to china because of that.
😂 The U.S f**ed the Dutch, also helped China develop its own Chip manufacturing capability. So the only loser here are the Dutch, there is no compensation from the U.S too lol.
@@davidcui4395 Many EU countries also banned Huawei at the request of the USA. They are choked by the USA too when it comes to the decision regarding Huawei ? No. They are just "yes master!" countries to the USA.
yes it will because the west is on a quest for 6th gen military and superior AI. This is western technology for the west, I am glad you are angry at your own pathetic BS :)
ASML stock crash shown That losing the Chinese market will hurt ASML, worst is That Chinese companies are Becoming competitors whom selling DUVs at 10% at ASML prices.
@@PS-te7rh Was said the same by Elon Musk about China EV., now BYD is the major worldwide EV OEM. This EUV machines will be child play in time... Ask Apple, what they think of Huawei now....
@@521ztz China can’t even produce DUV. EUV is a pipe dream. By the time they get there, the country will be hopelessly behind just like the Soviet Union was during the Cold War. The West is about to leave China in dust jut like they did in the 19th century.
@@jonaspereira007 All companies have a choice... Look at Germany, 1/3 of German OEM had move out of Western Nation State control for cheaper raw material & energy to sell Worldwide. Why do you think there is a crash in the German manufacturing market.
Keep crying loser, at least we can wear whatever halloween costumes we want withotu being arrested. 😂😂😂 China is so corrupt you can't even dress as a broken Haweii phone.
You realize these machines use specialized components from Japan, Germany, U.S, Netherlands, and many others right? It’s insane to think China can do it all at that level.
@@willberry6434 because china is exploring many different routes. 3d packaging, optical, and others. Just like how china EV disrupts traditional car players. Watch out.
@@willberry6434 lmao. If not worried about china, no need to keep talking about it and try to contain it. Lmao. China graduate 6X more STEM student every year than US… people work hard and have lots of savings. China will do fine. With AI, you don’t need more people. China is leading the world in manufacturing automation and robots. I n the other hand $36T debt and climbing here. $1T per year just to pay interest on debt. Divided country w polarized politics. Military industrial complex. Lobbyist owned by big corps. Zero leadership. Complacent in Middle East killing with billions of people watching on TikTok. Oops. China been around for 5k years so lots of values and ethics to survive its culture. Not sure I see much ethics and values here. Lies are facts as long as they are repeated enough. Sadly
ASML had said once upon a time that even if they gave the Chinese their blueprint, China would not be able to produce EUV machines....boy how times have changed.
that's right, even having the ASML Fab, you need to know how to program it to encode the chips. This is western technology, not for sale or for copying by china
@@FreeSpeech-z6j While you lot are going on about this rubbish, the end of the silicon era is at hand but China is decades ahead in photonic and graphene semiconductors as well as chip stacking tech , China is already ahead !!!
The USA only does what is best for them. The EU should look out for its interests and anyone else. The power is moving East, it would be good to build good relations with them.
The EU is doing so more and more, The Trump presidency certainly helped as did the war in Ukraine. However ya cant fix that in 5 years. However dont underestimate the trade relations of China with the EU, the EU is a massive market for China to sell its goods.
@@ZandoerlenaarTrump will not help EU because he has to help American first. He already said sanctions will not be limited to China, and Asia but the rest of the world including EU.
@@vister6757 Trump says a lot, but in reality he doesn't do much. There are limits to what he can actually do in regards to isolating the U.S without the country's own economy falling apart.
in the next 10 -15 years there will be power vaccums in the east as all of their dictators die, rest assured it is up to you to fix it because the west will not help you
In the long run we're all done, for sure. Still, ASML has a long way to go, its leading edge tools are practically peerless for the so-called Thalassocracy countries.
Please, CCP people, boycott all the techs that are created by the evil capitalist. And stop trying to steal western technologies, you can fully and truely do it by yourself.
@jw999 But this 50% are only from the machines they are allowed to sell, so I don't see a problem there. Of course they could make tons of more revenue if they were allowed to sell EUV. But that's like saying imagine the US defence Industry could sell their stuff there. Also he said in that interview that the 2023 50% share comes from a baglock from 2021.
it is ok to buy their stock, the problem is to know when to sell, actually, looking at the situation, next year may be the pivotal year, already, they are feeling the pinch
Chinese are humble, they want to learn everything, always. And they just focus on making money rather than controlling another country. If they have the technology, it is a benefit for the whole world, 'cause they definitely drive the price down and everyone can benefit from more affordable products. Hope China can make their EUV machine.
Japan was China's little brother, culturally. If Japan can achieved what it achieved, China will do it 100X better. Expect more surprises the next 30 years.
@@MissMan666 Philips thought the same in the 2000s when it dominated LEDs. It even predicted that LEDs will dominate the lighting sector by 2020. What it didn't expect was that it would not be a player in the sector.
those who don't understand why china's manufacturing industry is so aggresive should know ,that the most fundamental reason is that Western society has monopolized the right of chinese to speak, and the chinese can only survive by doing things instead of talking. there will always be a day when more people in china are engaged in art, literature, lawyers, and administration, and China's GDP composition will have more service industries, just like the United States now. then china will have high-end companies like Bloomberg, which can earn more income by selling their own opinions. there are many people in china who have very good views on the world and are much smarter than those who accept Bloomberg's services.
what people do not understand is that China industry is so aggressive is not because of government, it is that the government do not Favour one company over another, and they purposely pit all of them against each other. so, they do not stop any one from forming companies big or small but will try to help them all, still, they will allow the weakest to die, that is why they have 100s of EV and chip companies and a lot of them, include some whales died every year until a few really aggressive survivors emerged. even Huawei was treated the same until the US did Huawei a Favour by victimizing them and now, the China government and public has rallied behind Huawei and make them the champion to lead all the other companies against the west. once you understand this, then, look at the situation as it is evolving, you can see what is going to happen next a mile off. only fools will big ego and biased mind will be blind until the truth suddenly bit their behind.
No, because of some dark secret, the United States has a much smaller scale of high-quality education resources, and because it has modernized first, it has established an innate advantage barrier and monopolized the world. Otherwise, China today would not be able to compete with the West. And China will establish its own more superior ecological governance system for development
if the Duch govt doesnt allow you to sell.... what can you do then. Like ya cant smuggle these damn things in your pocket to China. You are asking to have them do magic?
@@markwithak2055that is exactly why the EU is doing bad, because uncle Sam keeps lecturing them. Even Japan is going down thanks to the Plaza accord. All US allies are doing bad thanks to the US. Enjoy your front-row in the freak show.
Very nice job of explaining the current situation , AI influence on bookings, the limited forward visibility now that there is a cautious cap ex environment, China strong bookings & shipments in '23& '24 v. soft overall market with the normal expected business in China ~ 50% less than peak '23/'24. The refreshing open discussion on the ability to fulfill sanction requirements while maintaining technology leadership , corporate financial health and the reasons steering his decisions. Well done.
My take: 1-soft ball questions from the host Bloomberg, 2-the host did not push back on RnD and Manufacturing been next to each other. That is a 1950 comment. Terrible not to pushback on this, shame on u Bloomberg 2-The host did not push back on the advancement China has made way ahead of the game. It is called the last mile 3-there is not way to stop the Physics PHD talent that China has. I would not take physics with a Chinese classmate as they would kill the curb constantly.
not good enough, they have to literally sit right on top of the situation there, feel the ground, attract the top talent and use them to ride the wave. do so while the going is good, then, they will always be at the top but if they follow their government and become an enemy, then, eventually, they will start to feel the pain when China gradually drops them as the local tech catch up. they do not have a lot of time, 3-5 years at most, it will a few years to gear up, so no time left.
What about India? ASML should relocate to India. Narendra Modi, touted as the "most popular leader/Prime Minister of the World" by Indians (India), proclaimed to the entire world that: "The 21st century belongs to India" *"India has become a space superpower"* “India is today the fastest growing major economy in the world" "India is the voice/leader of the global south" "India a Vishwaguru (global teacher of the entire world)" 😆🤣😂😁🤭😏
Mr Fouquet should go to China and actually talk to their heads of state. So that he can get some context from outside the US/EU hegemony and maybe realize that the values he connects with Europe and the West are not accomplished by the actions of its politicians and are in direct conflict with Europe's self proclaimed values of democracy and freedom.
The Chinese will catch up, as one can not go beyond 1nm. So its just a matter of time. Besides, being 15 years ahead is more likely a nice dream. What you see and understand, you can easily copy. TSMC engineers are superior to none in operating those machines.
Did the interviewer tried to push the idea that illegal immigration is good for companies like ASML😂 He also threatened the Dutch government by moving asml outside the Netherlands😂
actually, that is the right move for a purely commercial company, look at what VW is doing right now. I am very sure they will succeed and become one of the world players, they are literally using the "romans to fight the romans" and they still have the home market around the world,
China has no EUV. They are able like any other chipmaker, to produce small processes like 5-3nm on old DUV machines from ASML. Where people get it wrong and think its a succes is that the yields using such methods are extremly poor and no one can scale small process nodes with DUV equitment, its simply makes no sense cause yeilds will be low that way. In short china has showed nothing at all after attempting to copy ASML in 20 years.
This is not an operator of a normal company at all, let alone a CEO. This is a politician who is full of nonsense. A hypocritical and shameless liar. If the leaders of this company are like him, this company will become history in the near future.
He's constantly trying to portray everything as a non-threat to ASML to support their stock prices. He should open up and be a bit more honest. Export restrictions on China by constant US bullying is a long term threat to the existence of ASML and he knows it. Unless the EU and the Netherlands push back, they are going to lose this amazing company.
no, if I am him, I will try to be as vague as possible, why would I need to reveal the companies' deepest thoughts and strategies. China is not the only competitor, this is a commercial company, under no obligation to reveal their business plans, the stupid government interferences is costing the company money and preventing the employees from earning more money. why don't the us and the Dutch government give free money to ASML so that they don't have to sell to China, then, no issue at all. instead of having to face the devil or the deep blue sea.
@@johntse8655 You're missing the point. Once China develops EUV, which is inevitable, they will be able to sell EUV equipment far cheaper than ASML. At that point it makes no difference what the Dutch government or any other government does, ASML will be facing the same predicament that Northvolt are facing.
if China develops the capabilities to make EUV, the US and EU will ban the Chinese EUV right away at the execuses of national security threats and monitoring backdoors or something like that, look at how they ban Huawei jointly. They will also hype up the media to spread misinformation about Chinese products to influence/manipulate the public opinions in the Global South at the same time (The Pentagon had already done so in its public opinion operatives on attacking/fabricating lies on Chinese vaccines via social media and traditional media in the Philippines, Kazakhstan and the Middle East in 2021-2023). Don't underestimate how lowlife and dirty-tricked they can be under the surface.
as long as money keep coming, there is no reason why china cant build its own EUV, especially with their talent pool. i even suspect they are creating sthg more advance coz EUV has the limit.
When someone don't have self-awareness and instead wag head and tail at someone like a dog and beg for approval, that's what you'll gain: a CEO who can only watch their income of company gradually decrease...
China will be able to build EUV machines 100%. It's just a matter of time. The US ban not only won't stop them, but will speed up the process significantly.
This CEO background is marketing LOL we know what will happend.Never put non engineers running ceo positions on companies that are core engineer.sold all my shares,it’s short position now
Missiles, tank, aircraft, warship….dont need tiny chips, tiny chips are in cell phone and other mini size devices. Limiting China from EUV has nothing to do with national security.
The level this company plays in or on, whatever you want to name it. Is so deep or high, that even the US is willing to put everything in the scale to obtain it. It should make it clear that this is not just a company. This is the technology providing the future. Right now AI is relatively easy to scale if you have the energy. In a autonomous flying weapon there is no spare energy. And this is just one example. The future is still in raw compute with the lowest energy upkeep possible.
The British Parliament adopted a motion on Taiwan's international status on Thursday, making it the latest body to reject China's interpretation of United Nations Resolution 2758, which it has used to make territorial claims over Taiwan.
you will understand somethings that you cannot understand until you ar among chinese. If there is a lucrative product that Chinese do not have, then Chinese will be so excited to their shake like a drugger, because those local rich people who have a few dollars in their pockets but are unwilling to take too many risks know that making this product will definitely make money, and at the same time hundreds of thousands of excellent engineers who have graduated and have no jobs will have a direction to work towards, until this product has been made as simple as growing cabbage by too many Chinese, and they will move on to the next one. You cannot understand how happy those Chinese were when the Americans announced that they would ban ASML from selling DUV and EUV. In addition, the Chinese will not invest too much energy in optics, as that is the investment threshold set by capitalists for this product. They will achieve the goal of improving performance and reducing energy consumption in packaging, which will make ASML's EUV look ridiculous. Of course, China-made EUV will also be produced, but it just wont be sold well. I don't know if you can understand this.
Lots of top level experts in the comments. You should sell your knowledge to investors instead of dishing it out for free. Or nobody will listen to you because you have no idea what you are talking about. It could also be that. WHO KNOWS?
@@Herodotus__ RIIIIGHT ? And when USA put a moratorium on GoF research, China went forward with the deadly viral research work in Wuhan that subsequently leaked their novel discoveries across the entire world! Good going China!
Narendra Modi, touted as the "most popular leader/Prime Minister of the World" by Indians (India), proclaimed to the entire world that: *"The 21st century belongs to India"* "India has become a space superpower" “India is today the fastest growing major economy in the world" "India is the voice/leader of the global south" "India a Vishwaguru (global teacher of the entire world)" 😆🤣😂😁🤭
The question is how long you can prevent China to come out with their own technology to counter your product. The answer is given. You only have about 5 years or short before that happen and when that happen your company will be in such a bad position to compete.
Yes maybe China is still importig 90% of all the equipment it needs to fabricate chips from US and Japan and to a lesser degree from EU, but it doesn't mean that we won't be able to make them on our own, indeed they are too complex for us now but we are going to make them eventually even if it takes us 50 or 100 years from now.
@@JigilJigil what are you talking about you are now just spouting outdated information China has managed to make a homegrown(everything made in China right down to what goes into the screws, nuts, bolts) Lithography machine albeit one that creates legacy type/level 28nm chips Where they are using their proprietary layering/patterning technique to get down to that 7nm/5nm So yes one could argue they are behind from a sanctioning standpoint But from an all out war standpoint where a Country has been cut off from inputs from other countries? I look at it as a China is ahead Because really that is the worst case scenario the USA/West is envisioning. As that being the reason they have sanctioned/cut off China right now That’s the biased criteria we put on China they need to be making that 100% homemade semiconductor chip From that 100% homemade lithography machine right down to the screws and Rare Earths required to make the lithography machines in the first place Where the Dutch company ASML sources 85% of what goes into making their lithography machines from around the world. As ASML cuts off China from its technology/patents But then no one thought to go back even further. Forgetting about the fact 85% of the components are sourced from other places/countries They should have been asking about the mines supply chains what goes into making those components or Or most importantly the patents on what goes into that component in the first place? Because the Chinese dominate the mining and refining of the most basic minerals that go into making those components/equipment Like Lithium, Cobalt, Rare Earths etc And most importantly they control the patents on the refining of those metals and minerals Americans are just lucky they don’t think zero-sum game type of ways like America does They could have easily crashed the American economy… it would have hurt the Chinese but it would have hurt America more But they don’t think that zero-sum game ways until they are forced to… 👇 Applications in Semiconductor Manufacturing Lasers and Lithography Lasers are indispensable in semiconductor manufacturing, especially in advanced lithography. REEs like neodymium are used in Nd:YAG lasers, which are critical for UV light generation in lithography processes. Laser Cleaning As semiconductor components shrink, traditional cleaning methods become less effective. Lasers, particularly those using REEs, offer a solution by dislodging particles adhered to wafers through Van Der Waal forces. Magnets and Plasma Material Processing Permanent magnets, often made from REEs like neodymium, are used in plasma material processing systems. These systems are essential for thin film growth and patterning. Coatings and Abrasives REEs like yttrium oxide are used for coatings in plasma etch chambers, reducing maintenance costs. Cerium dioxide abrasives are used in the Chemical Mechanical Polishing (CMP) process to achieve extremely flat wafer surfaces. The Impact on Adjacent Technologies Optoelectronics and LEDs REEs like cerium and yttrium are vital for the production of white LEDs. These LEDs are increasingly used in various applications, from displays to therapeutics. Silicon Photonics In the emerging field of silicon photonics, REEs like erbium are being studied for their potential to enable silicon to emit light, thus making monolithic silicon photonics chips a possibility. Amr Elgarony 👇 China’s war chest of rare earth patents give an insight into total domination of the industry Published: 3:00am, 20 Jul, 2019 China had filed for 25,911 rare earth patents compared to 9,810 from the US as of October last year China has been investing heavily on facilities to do the bulk of the dirty and environmentally damaging mining and ore processing work for the world, systematically turning its know-how and methodologies into patents that could give it a competitive edge against its rivals. SCMP 👇 China Solidifies Dominance in Rare Earth Processing By early 2021, China will have accumulated more rare earth patents than the rest of the world combined. Chinese companies can use patent-trolling and patent-ring-fencing legal strategies to undermine or nullify existing non-Chinese patents. China’s rate of filings is accelerating relative to the rest of the world - increasing 250 percent from 2011 to 2018. National Defence Magazine
@@JigilJigil And that’s the stoooopidity cheered on by folks like you … you might as well be 5th colum nist The Chinese had “virtually” no chip making ability/foundries 6 years ago thanks to the USA who did the job for the Chinese Where their Government was trying to get their people to switch to homegrown chips before the sanctions China is now expected to take over those legacy chip markets If the USA was smarter instead of cutting off China from semiconductor chips and equipment for manufacturing They should have themselves and their allies, lowered prices even more, and dump even more chips on China Instead their idea was to force the hand of Chinese people at the time content with cheap imported chips. Hope they could not innovate When there is now a 7 volume 27 book series on what China invented first that says the world copied from them And China leads the world in 57 of the 64 critical technologies of the future 🙄 At one point China was importing over 300 billion in chips a year Now they will probably be exporting around 200 billion dollars worth of their own homegrown chips per year, within the products they export 👇 How Close Is China to World Dominance in Legacy Semiconductors? 27-02-2024 | By Paul Whytock * Bread and Butter Technology Obviously, China would like to be a major player when it comes to high-end sophisticated semiconductor devices, but that doesn’t mean they are not interested in the bread-and-butter end of the market, particularly when it comes to legacy products. In fact, they are very interested in the legacy market, and there are some very good reasons why. Legacy devices make up a huge amount of global chip sales. Most chips manufactured today are not advanced chips but legacy chips, and around 71% of devices * China's Aggressive Expansion in the Semiconductor Industry In September 2023, Reuters reported that China was set to launch a new state-backed fund aimed at raising about €43bn to support its chip industry, and according to research analysts, the Rhodium Group, in less than ten years, China is expected to domestically add nearly as much 50-180nm wafer manufacturing capacity as the rest of the World. The views of industry analysts and observers vary, but generally speaking, it’s thought that 22 wafer fabs are being built in the country, and there is an overall plan to create a total of 30 new wafer fabrication plants. Many of these will concentrate on the production of legacy devices. As for market share, industry intelligence gatherers Trendforce believe China’s legacy chip manufacturing base could provide as much as 30% of the global demand for older devices. ElectroPages 👇 China’s Homegrown CPU and Lithography Machine for 7nm Chips Conquer New Heights Aug 2, 2023 Shanghai Micro Electronics has developed advanced 28nm immersion lithography machines domestically in China, bringing them closer to 7nm chip manufacturing capabilities. Medium
One denies access to tech, the others will deny access to food, basic products, pharma products, etc, eventually, one way or the other, and then there will be no denials at all, as the world will stop to exist as it does now.
You do AI because of this 3 nm node we could no do with the previous one 23:50, you do it because of placing the nodes in layers one after another copying my algorithm with my vectors.
This guy is trying to deter more restricions on his business by being vague. He didn't answer most of the China questions. And when he says a 10-15 year behind, I am hearing a 4 to 5 year behind. China is definitly working day and night to get EUV tech and they will, it's just a matter of time. I bet this guy is worried even if says the opposite.
The Chinese government's continued micro managing of the semiconductor industry along with China's political revolution over 30 years has held back the development Chinese semiconductor industry, which started in the mid 50's, despite the billions invested. The Chinese officials meddled too much. In the 50's China had some of the smallest semiconductors. So it can only be blamed on government planning and mismanagement which put the country 16 years behind the West in the 80's and 90's, but since then the leaps and bounds China has made are extremely impressive and most people in the field of semiconductor technology believe in the next 4-6 years or before the Chinese will have 2nm semiconductor and between 4-8 years have just as good lithography machines as the ASML Deutch machines. If these is the case the Taiwanese, South Korean and US chip triangle could unravel.. Then China will start to over take the current status quo.
How to turn customer into competitor...
Perfectly said !!!
i promise you on one is buying sensitive equipment from CHINA 😂😂😂😂😂😂 maybe they can sell some to NK or Russia
just like Lamborghini
More like a thief into a wanna be competitor.
@@zz-jj9sc The whole world is buying from China man... Which century do you live in😂.
The one question they didn’t discuss is how they are going to fill the hole in revenue when they lose more and more Chinese business. This should be the only relevant question for the CEO of a company
@@dewensun4332 That's exactly what I want to say. He has made excuses everytime only to defend his failure. He's never mentioned how to overcome this situation. How incompetent.
it is obviously that they can't fill the hole in such a short time,
@@chengdongli8434Wethere it can technically be possible or not, What he gotta do is trying to find alternative market etc instead of talking shit with another idiot on youtube. He seems doesn't has a plan. That's a point. CEO is the man who take charge of company, not complaining shits about circumstance he encounts.
@@chengdongli8434 Wethere it can technically be possible or not, What he gotta do is trying to find alternative market etc instead of talking shit with another idiot on youtube. He seems doesn't has any plan. That's a point. CEO is the man who take charge of company, not complaining shits about circumstance he encounts.
And what would happen if Chinese DUVs reach 14nm nodes or maybe 7 or 5 nm or 3nm with stronger patterning processes with higher yield eliminating the use of powerful DUVs or EUV in 3 years.
The CEO says nothing with a lot of words.
@@sawadeeh I used to call that brain masturbation session 🤣
@@koookao喜欢你们的评论，很有智慧的总结😂
we're watching him eating word salad
He's pretending like ASML is surfing on AI wave. looks so dumb😂
It's the host's problem. He's asking too many sensitive questions that cannot be answered.
Speaks about Chinese chip production the way german car manufacturer used to speak about Chinese cars.
😭😭🤣
Cars are commodity, but Chips aren't.
@@ktzack not yet
until China actually did it@@ktzack
@@_terry868 untill China produces < 7nm chips.
1st time: ASML- "Even if you are given a complete blueprint, you can't build a lithography machine."
2nd time: In January 2022, ASML President Peter Wennink said, "It is unlikely that China will independently develop top-level lithography technology, but it is not impossible, because I know that the laws of physics are the same in China and here. Never say never, they will definitely try."
3rd time: In early April 2023, ASML President Peter Wennink accused China of self-developed lithography machines as "destroying the global chip industry chain", implying that China should abandon independent research and development and rely on equipment and services provided by ASML.
4th time: At the end of April 2023, ASML Peter Wennink said, "In the face of the semiconductor export controls led by the United States, it is reasonable for China to seek to develop its own semiconductor manufacturing equipment." He also pointed out that "the so-called security plans of some countries will inevitably lead to a chain reaction in the semiconductor industry, especially the chip subsidy policy introduced by the United States and Europe, which has led to the current oversupply of chips. He also emphasized that "competitors may produce the most advanced lithography machines, so it is absolutely necessary for ASML to enter the Chinese market. ”
5th time: In June 2023, ASML - China's lithography machine technology was "stolen" .
* within 4 years, China has already got DUV on her own, and Chinese EUV is ready to be released by next year.
The West likes it's head deep in the sand. They toss the world "global" around when in fact they don't number even a billion people.
he has been pressured to say such things, what he says in public is most likely not what he is doing in China. why would he screw up a good deal which will never come again. think about it, if China manages to gear up to produce high end chip at very competitive price, then, no one will buy any machine from ASML ever again except the military that will buy one or two, because what is the point of making chips that cannot compete with the cheapest. unless ASML do like apple, VW and Tesla, i.e. relocate their factory to China in order to sit on top of the situation and do as the roman do, their days will be numbered for sure.
Never bet against China's Chinese manufacturing & development. SMEE in 2024 started selling their machine.
And know huawei make 4 nano chip and xiaomi just annound that they can make 3 nano chip know.. 😂😂
its undeniable most chinese tech are stolen tech
Anybody who knows the story about the early cooperation between China and Europe in Galileo project (European satellite navigation system) would easily conclude that the same thing would happen to ASML, it’s just a matter of time for Chinese to catch up and ultimately overtake the ASML in lithography. Today the Chinese satellite navigation system Beidou/Compass is far far better than Galileo!
Ppl have been saying this about graphic cards for decades, and China is still has dogshit graphic cards.
Stick to knock off sneakers and shirts 😂
ignorant
Il dit : qu’ils sont en avance de 10 ans à 15 ans par rapport à la Chine 🇨🇳 fière de lui 😂😂 mais quel suicide idiote.
Ils n’ont rien compris des sanctions débiles contre la Russie 🇷🇺
you mean the technologies that was transfered to china from Europe, including the atomic clock which was the core technology of the Chinese GPS system that was handed to China naively by the Europeans!
You could see the hate and disdain in his voice and even bragging about stopping China from having access to technology.
I hope Chinese never forgets this attitude at the right time.
Cry more. China is doomed
@@safetydeskltd9047 agree 200%. China been around 5k years w longest culture. People work hard and are smart. There is a Chinese proverb, bite thy time…at the right time, it will strike back. Asml will just be another casualty in history… like IBM mainframe, Intel today, etc.
Freedom over free trade and money. Freedom is more important for the west than authoritarian regimes and repressions.
@@geraldnwosu2592 lmao. freedom? you meant talking to Snowden about monitoring citizen's calls? Yup, so free that there are gun violence at schools , churches, and malls.... I feel much more free walking at 2am in Shanghai and Beijing than here in San Francisco. Homeless and drugs everywhere. LMAO. hundreds of millions of chinese travel out of the country every year and they all return to home. They love their freedom. No one here trust the media... who is building and then supporting the open air prison and apart-heid? yup, the West. Who is the oppressor for decades? LMAO.
@@geraldnwosu2592 I feel more free walking at nights in shanghai than here in san fran, with so many homeless, drug abuses etc.... so much freedom here and we see gun violence every other day at schools, churches and malls. sadly
He always avoids answering the question about impact of US restrictions having on the Dutch company on selling to China!!!!
@@willgates8383 yes exactly, there was a huge pressure on government level from the us so the Dutch government has issues export restrictions to china because of that.
😂 The U.S f**ed the Dutch, also helped China develop its own Chip manufacturing capability. So the only loser here are the Dutch, there is no compensation from the U.S too lol.
Because he's French not Dutch. What he cares about is his salary. He shows no concern for the fate of the industry in the Netherlands.
if he has a choice.... he'd uproot the whole show and move it to china....
@@willgates8383 and?
Many commenters here seem to forget it's not ASML imposing restrictions. It's the USA. Will that work in the long term? No.
but ASML is not even a US company... why should they follow whatever the US tell them to do
@@leezhiengbecause Asml’s products must use a lot of American technology and American parts, they can not make anything without American permission
@@davidcui4395 Many EU countries also banned Huawei at the request of the USA. They are choked by the USA too when it comes to the decision regarding Huawei ? No. They are just "yes master!" countries to the USA.
yes it will because the west is on a quest for 6th gen military and superior AI. This is western technology for the west, I am glad you are angry at your own pathetic BS :)
ASML stock crash shown That losing the Chinese market will hurt ASML, worst is That Chinese companies are Becoming competitors whom selling DUVs at 10% at ASML prices.
Nobody will buy the crappy Chinese DUV trash
@@PS-te7rhlol，china will buy
@@PS-te7rhtrash is your name xd
@@PS-te7rh Was said the same by Elon Musk about China EV., now BYD is the major worldwide EV OEM.
This EUV machines will be child play in time... Ask Apple, what they think of Huawei now....
@@markchiu1716 there's more, SMEE will sell their OEM equipment to worldwide without restriction
Forcing China to produce their own EUV = ASML committing suicide
It was not their choice, it is the regulation in US and Europe
@@521ztz China can’t even produce DUV. EUV is a pipe dream. By the time they get there, the country will be hopelessly behind just like the Soviet Union was during the Cold War. The West is about to leave China in dust jut like they did in the 19th century.
@@jonaspereira007 All companies have a choice... Look at Germany, 1/3 of German OEM had move out of Western Nation State control for cheaper raw material & energy to sell Worldwide.
Why do you think there is a crash in the German manufacturing market.
Keep crying loser, at least we can wear whatever halloween costumes we want withotu being arrested. 😂😂😂
China is so corrupt you can't even dress as a broken Haweii phone.
What to do ???
I think all this hurdles put on china is giving them the opportunity to home grow all the technology their lacking
That is what is happening in a lot of sectors, it is a risky strategy by the West no doubt.
You realize these machines use specialized components from Japan, Germany, U.S, Netherlands, and many others right? It’s insane to think China can do it all at that level.
@@willberry6434 because china is exploring many different routes. 3d packaging, optical, and others. Just like how china EV disrupts traditional car players. Watch out.
@@ml2k8 lol im not worried at all. China is falling apart due to demographics
@@willberry6434 lmao. If not worried about china, no need to keep talking about it and try to contain it. Lmao. China graduate 6X more STEM student every year than US… people work hard and have lots of savings. China will do fine. With AI, you don’t need more people. China is leading the world in manufacturing automation and robots. I n the other hand $36T debt and climbing here. $1T per year just to pay interest on debt. Divided country w polarized politics. Military industrial complex. Lobbyist owned by big corps. Zero leadership. Complacent in Middle East killing with billions of people watching on TikTok. Oops. China been around for 5k years so lots of values and ethics to survive its culture. Not sure I see much ethics and values here. Lies are facts as long as they are repeated enough. Sadly
ASML had said once upon a time that even if they gave the Chinese their blueprint, China would not be able to produce EUV machines....boy how times have changed.
And what exactly has changed ? China making 3nm with ultra low yields on ASML's old machines, ? Dude, any chipmaker can do that already.
that's right, even having the ASML Fab, you need to know how to program it to encode the chips. This is western technology, not for sale or for copying by china
@@FreeSpeech-z6j While you lot are going on about this rubbish, the end of the silicon era is at hand but China is decades ahead in photonic and graphene semiconductors as well as chip stacking tech , China is already ahead !!!
The USA only does what is best for them. The EU should look out for its interests and anyone else. The power is moving East, it would be good to build good relations with them.
@@pjazzy123 EU is just the little brother of USA. Has no right to say no but follow the instruction.
The EU is doing so more and more, The Trump presidency certainly helped as did the war in Ukraine. However ya cant fix that in 5 years. However dont underestimate the trade relations of China with the EU, the EU is a massive market for China to sell its goods.
@@ZandoerlenaarTrump will not help EU because he has to help American first. He already said sanctions will not be limited to China, and Asia but the rest of the world including EU.
@@vister6757 Trump says a lot, but in reality he doesn't do much. There are limits to what he can actually do in regards to isolating the U.S without the country's own economy falling apart.
in the next 10 -15 years there will be power vaccums in the east as all of their dictators die, rest assured it is up to you to fix it because the west will not help you
ASML will soon become history
why
CHINA. Sooner or later they will catch up.
Are you dreaming that a Chinese company will replace it?
In the long run we're all done, for sure. Still, ASML has a long way to go, its leading edge tools are practically peerless for the so-called Thalassocracy countries.
Please, CCP people, boycott all the techs that are created by the evil capitalist. And stop trying to steal western technologies, you can fully and truely do it by yourself.
When China finally have their own version ''AMSL'' The West will once again cries and say China OVERCAPACITY 🤣🤣🤣🤣
Okay Winnie calm down
With unlimited resources and talents put into the research, I believe that day will come, if not within 20 years, let it be 50 years.
@@FrankRaofightonI would say 5, before USA dissolves into USB and USC😂
@@zz-jj9sc Ok Sleepy calm down
@@FrankRaofighton 10years max
If ASML can't sell its best products to the 2nd biggest economy in the world, then it would be STUPID to buy its stocks.
Many companies can't sell their best products to China???
@@Dennis_01-cb5iz how many count on China for 50% of their revenue lately?
@jw999 But this 50% are only from the machines they are allowed to sell, so I don't see a problem there. Of course they could make tons of more revenue if they were allowed to sell EUV. But that's like saying imagine the US defence Industry could sell their stuff there. Also he said in that interview that the 2023 50% share comes from a baglock from 2021.
it is ok to buy their stock, the problem is to know when to sell, actually, looking at the situation, next year may be the pivotal year, already, they are feeling the pinch
@@Dennis_01-cb5iz if they follow USA sanction/restriction order. Look at Europe today.
Chinese are humble, they want to learn everything, always. And they just focus on making money rather than controlling another country. If they have the technology, it is a benefit for the whole world, 'cause they definitely drive the price down and everyone can benefit from more affordable products. Hope China can make their EUV machine.
LoL
@@DV-lh2ov Already did, SMEE already have their entry model machine in the market. Tks Joe Biden.
@@DV-lh2ov what does LOL mean here? happy or just think my comment funny?
Masters of IP theft, you mean by humble.
So humble that all the neighbors see them are their n1 threat .
Japan was China's little brother, culturally. If Japan can achieved what it achieved, China will do it 100X better. Expect more surprises the next 30 years.
Stupid to shut out your major customers just to please Uncle Sam
LOL, lithography was invested by USA military, it is western technology. China does not have the right to claim it is entitled to western technology
National Security is the last refuge of a protectionist. Expect Trump to wave more vigorously the national security flag in a second term.
Protectionist and imperialist to be precise
Then once more a customer into competitor... Making China your overcapacities competitor.
Thanks to US, China is pushed to figure out how to make chip machines. they just wanted to buy chips😂
once a customer into competitor...
China doesn't know how to make things, only steal and copy 😂
Enjoy our hand-me-downs though
No they won't, their chip industry is still 99% reliant on US technologies and they have been trying for over 20 years now.
@@chriswong9158 More like, Once (always) a thief into a wanna be competitor.
ASML will be history like Philips.
Will be destroy by Canon and SMEE already...
More like the CCP is going to be the history and it's goint to bring down China along the way.
@@chriswong9158 what world do you guys live in ? :D ASML isnt going anywhere in your lifetime, they will remain on top of the foodchain.
@@MissMan666 Philips thought the same in the 2000s when it dominated LEDs. It even predicted that LEDs will dominate the lighting sector by 2020. What it didn't expect was that it would not be a player in the sector.
ASML will be history
Is HISTORY... Like 1800's cutting off Spain of the America... then came the British.
US will be history first
You have posted this under 5 other user accounts, OK we got it.
those who don't understand why china's manufacturing industry is so aggresive should know ,that the most fundamental reason is that Western society has monopolized the right of chinese to speak, and the chinese can only survive by doing things instead of talking. there will always be a day when more people in china are engaged in art, literature, lawyers, and administration, and China's GDP composition will have more service industries, just like the United States now. then china will have high-end companies like Bloomberg, which can earn more income by selling their own opinions. there are many people in china who have very good views on the world and are much smarter than those who accept Bloomberg's services.
what people do not understand is that China industry is so aggressive is not because of government, it is that the government do not Favour one company over another, and they purposely pit all of them against each other. so, they do not stop any one from forming companies big or small but will try to help them all, still, they will allow the weakest to die, that is why they have 100s of EV and chip companies and a lot of them, include some whales died every year until a few really aggressive survivors emerged. even Huawei was treated the same until the US did Huawei a Favour by victimizing them and now, the China government and public has rallied behind Huawei and make them the champion to lead all the other companies against the west. once you understand this, then, look at the situation as it is evolving, you can see what is going to happen next a mile off. only fools will big ego and biased mind will be blind until the truth suddenly bit their behind.
China culture despises rhetoric and appreciates those who do it, so China won't have a company like Bloomberg.😂
No, because of some dark secret, the United States has a much smaller scale of high-quality education resources, and because it has modernized first, it has established an innate advantage barrier and monopolized the world. Otherwise, China today would not be able to compete with the West. And China will establish its own more superior ecological governance system for development
Good questions. Not shying away from asking the difficult and sensitive ones. And the CEO was very forthright and clear.
Soon or later China will make its own machine
Already did.... SMEE already selling their entry machine model with new product every 6 months.
@@chriswong9158 Congrats! China will make their own machines
@All-gp3tt I don't think so.
@@bccha33you should stick to golfing. 😂😂😂
No they won't.
To be USA Allies will be dangerous and to be USA enemy will be fatal.
So why, why, why ASML Bow&Obey and becomes US slaves.
Don't blame others.
Henry Kissinger Quote: “To be an enemy of America can be dangerous, but to be a friend is fatal.”
@@chriswong9158 When you're born you get a ticket to the freak show... When you're born in the U.S. you get a front-row seat. - George Carlin
if the Duch govt doesnt allow you to sell.... what can you do then. Like ya cant smuggle these damn things in your pocket to China. You are asking to have them do magic?
@@markwithak2055that is exactly why the EU is doing bad, because uncle Sam keeps lecturing them. Even Japan is going down thanks to the Plaza accord.
All US allies are doing bad thanks to the US.
Enjoy your front-row in the freak show.
Winnie is that you,!?
the eu nut had under estimate the china capability.... 10-15 years...i think within 5 years china will have their own design...
If you think the Chinese with such sheer number of STEM students and engineers can never make a lithography machine you are just delusional.
bad mouthing your biggest client don't cry when they come back with a tsunami
Why fight somebody else's economic war at your own cost?
Because they doen't have thier own technology. Borrowing US Patents. 😂
It’s not someone else, it’s their overlord spiritually,politically,economically and strategically
who has bigger leverage
You better get yourself a good position in ASML ASAP 📈
Do you mean a short position?
Time to look short sale.
Dump ALSM stocks in 2026.
Very nice job of explaining the current situation , AI influence on bookings, the limited forward visibility now that there is a cautious cap ex environment, China strong bookings & shipments in '23& '24 v. soft overall market with the normal expected business in China ~ 50% less than peak '23/'24. The refreshing open discussion on the ability to fulfill sanction requirements while maintaining technology leadership , corporate financial health and the reasons steering his decisions. Well done.
My take:
1-soft ball questions from the host Bloomberg,
2-the host did not push back on RnD and Manufacturing been next to each other. That is a 1950 comment. Terrible not to pushback on this, shame on u Bloomberg
2-The host did not push back on the advancement China has made way ahead of the game. It is called the last mile
3-there is not way to stop the Physics PHD talent that China has. I would not take physics with a Chinese classmate as they would kill the curb constantly.
ASML should relocate to Singapore
not good enough, they have to literally sit right on top of the situation there, feel the ground, attract the top talent and use them to ride the wave. do so while the going is good, then, they will always be at the top but if they follow their government and become an enemy, then, eventually, they will start to feel the pain when China gradually drops them as the local tech catch up. they do not have a lot of time, 3-5 years at most, it will a few years to gear up, so no time left.
Better, ASML sell off their asset to a Chinese OEM sooner then later for the best value price.
What about India? ASML should relocate to India. Narendra Modi, touted as the "most popular leader/Prime Minister of the World" by Indians (India), proclaimed to the entire world that:
"The 21st century belongs to India"
*"India has become a space superpower"*
“India is today the fastest growing major economy in the world"
"India is the voice/leader of the global south"
"India a Vishwaguru (global teacher of the entire world)"
😆🤣😂😁🤭😏
@@INDIANSARESICKMENOFASIAworst place to relocat to. So many foreign companies tried and they have so much issues in India.
It will not make any different. TSMC not only use US technologies, it's major shareholders are Americans, even Mirris Chang is an American.
More semiconductor related videos please
Why are western europeans so afraid to criticize america even if when its harming them???? the lease they can do is show some honesty!!
Mr Fouquet should go to China and actually talk to their heads of state. So that he can get some context from outside the US/EU hegemony and maybe realize that the values he connects with Europe and the West are not accomplished by the actions of its politicians and are in direct conflict with Europe's self proclaimed values of democracy and freedom.
The Chinese will catch up, as one can not go beyond 1nm. So its just a matter of time. Besides, being 15 years ahead is more likely a nice dream. What you see and understand, you can easily copy. TSMC engineers are superior to none in operating those machines.
China lacks freedom. That's why they will never catch up.
China did 3nm in 2024... but will take a few years more to set it for production line.
Did the interviewer tried to push the idea that illegal immigration is good for companies like ASML😂 He also threatened the Dutch government by moving asml outside the Netherlands😂
actually, that is the right move for a purely commercial company, look at what VW is doing right now. I am very sure they will succeed and become one of the world players, they are literally using the "romans to fight the romans" and they still have the home market around the world,
@@johntse8655 very well presented... VW know when to jump ship.
Forget it, too late... best sell off.
I have no clue about the progress of Chinese EUV, do they have any progress under 14nm? As this is the key node, can they massively produce?
China has no EUV. They are able like any other chipmaker, to produce small processes like 5-3nm on old DUV machines from ASML. Where people get it wrong and think its a succes is that the yields using such methods are extremly poor and no one can scale small process nodes with DUV equitment, its simply makes no sense cause yeilds will be low that way.
In short china has showed nothing at all after attempting to copy ASML in 20 years.
Do not cry out and regret after China made their own DUV or EUV some years later. 😂
This company and Zeiss are the last barriers for america to through us away
This company can’t do anything without US
no it is the other way🙃
Great interview, by both
I see a very intelligent man speaking here. Really like his balanced views without any bullshit rhetoric.
A better question would be: Why and who pushed Peter Wennink out of ASML?
I'm getting a lot of jargon from this guy, and that's never good.
Remarkably calm CEO. His company will soon be in survival mode as Asian tech leaps ahead
There needs to be more competition for ASML.
Go and set it up then. You won't.
@@Charlie43348 😂
Already had, did, China's own SMEE OEM already have entry model machine in the market not including the others
@@chriswong9158 that was literally the Joke of the Year.
This is not an operator of a normal company at all, let alone a CEO. This is a politician who is full of nonsense.
A hypocritical and shameless liar.
If the leaders of this company are like him, this company will become history in the near future.
Waiting for a exclusive coverage of ASML facility tour
He's constantly trying to portray everything as a non-threat to ASML to support their stock prices. He should open up and be a bit more honest. Export restrictions on China by constant US bullying is a long term threat to the existence of ASML and he knows it. Unless the EU and the Netherlands push back, they are going to lose this amazing company.
no, if I am him, I will try to be as vague as possible, why would I need to reveal the companies' deepest thoughts and strategies. China is not the only competitor, this is a commercial company, under no obligation to reveal their business plans, the stupid government interferences is costing the company money and preventing the employees from earning more money. why don't the us and the Dutch government give free money to ASML so that they don't have to sell to China, then, no issue at all. instead of having to face the devil or the deep blue sea.
@@johntse8655 You're missing the point. Once China develops EUV, which is inevitable, they will be able to sell EUV equipment far cheaper than ASML. At that point it makes no difference what the Dutch government or any other government does, ASML will be facing the same predicament that Northvolt are facing.
if China develops the capabilities to make EUV, the US and EU will ban the Chinese EUV right away at the execuses of national security threats and monitoring backdoors or something like that, look at how they ban Huawei jointly. They will also hype up the media to spread misinformation about Chinese products to influence/manipulate the public opinions in the Global South at the same time (The Pentagon had already done so in its public opinion operatives on attacking/fabricating lies on Chinese vaccines via social media and traditional media in the Philippines, Kazakhstan and the Middle East in 2021-2023). Don't underestimate how lowlife and dirty-tricked they can be under the surface.
对中国的限制加速了中国的发展,他也忘记了大多电子物品都是中国制造,也许五年后再来看他又是另一种态度;
也许连五年都不用，事情的变化超乎想象
Yep, just continue debating. Kodak films was debating too. Technology doesn't stand still for ASML. 😊
ASML will go the way of Kodak films. Technology doesn't stay still. 😊
And what makes you think ASML is standing still ? Please name ASML's competitors, oh wait, they have none, not a single one.
dunno why everyone here tries to hype chinese maschines?!?
asml is leading, end of story.
china builds crap (atm)
Questiona were on spot
ASML is becoming Intel.
Worst, the forgotten IBM
And what exactly indicates that ASML will become like Intel ? Please name what competitors ASML has, just name one. Yeah that's right, there are none.
Viva China 🇨🇳👍👍👍👍👍👍👍👍👍👍👏👏👏👏👏👏👏👏👏👏👏....FASML N US.........
as long as money keep coming, there is no reason why china cant build its own EUV, especially with their talent pool. i even suspect they are creating sthg more advance coz EUV has the limit.
Good talk.
😂China china china
*CHYYYNA!!! CHYYYNA!!! CHYYYNA!!!* china. 😅😂😆🤣
I like his way of Imposing more tariffs
When someone don't have self-awareness and instead wag head and tail at someone like a dog and beg for approval, that's what you'll gain: a CEO who can only watch their income of company gradually decrease...
Christophe Fouquet sounds more like an amateur philosopher than an active CEO...
China will be able to build EUV machines 100%. It's just a matter of time. The US ban not only won't stop them, but will speed up the process significantly.
CHINA JUST PATENTED new EUV TECHNOLOGY 😅, SO WHAT NOW.
This CEO background is marketing LOL we know what will happend.Never put non engineers running ceo positions on companies that are core engineer.sold all my shares,it’s short position now
how the US avoided Thucydides Trap...
Missiles, tank, aircraft, warship….dont need tiny chips, tiny chips are in cell phone and other mini size devices. Limiting China from EUV has nothing to do with national security.
wrong.
new shit for military only.
The level this company plays in or on, whatever you want to name it. Is so deep or high, that even the US is willing to put everything in the scale to obtain it. It should make it clear that this is not just a company. This is the technology providing the future. Right now AI is relatively easy to scale if you have the energy. In a autonomous flying weapon there is no spare energy. And this is just one example. The future is still in raw compute with the lowest energy upkeep possible.
reduce the caption by 25%?
CEO talks very carefully
The British Parliament adopted a motion on Taiwan's international status on Thursday, making it the latest body to reject China's interpretation of United Nations Resolution 2758, which it has used to make territorial claims over Taiwan.
The Chinese have 5000 years of memory... we don't forget who bullied us and who are our true friends.
ASML soon will become irrelevant. Very soon.
you should stop begging, wumaos are the bst example of that.
Fouquet is evasive and slippery. He doesn't answer directly but circumlocutes and evades.
you will understand somethings that you cannot understand until you ar among chinese. If there is a lucrative product that Chinese do not have, then Chinese will be so excited to their shake like a drugger, because those local rich people who have a few dollars in their pockets but are unwilling to take too many risks know that making this product will definitely make money, and at the same time hundreds of thousands of excellent engineers who have graduated and have no jobs will have a direction to work towards, until this product has been made as simple as growing cabbage by too many Chinese, and they will move on to the next one. You cannot understand how happy those Chinese were when the Americans announced that they would ban ASML from selling DUV and EUV.
In addition, the Chinese will not invest too much energy in optics, as that is the investment threshold set by capitalists for this product. They will achieve the goal of improving performance and reducing energy consumption in packaging, which will make ASML's EUV look ridiculous. Of course, China-made EUV will also be produced, but it just wont be sold well. I don't know if you can understand this.
ha ha, no need to sell well, the government will supply whatever is needed to allow their companies to break all forms of sanctions.
This interview was a mistake on ASML's part. It added no value to the company and risked alienating many customers. What was the CEO thinking?!
Talk talk & more talk will not help you, ASML !!!
Lots of top level experts in the comments. You should sell your knowledge to investors instead of dishing it out for free. Or nobody will listen to you because you have no idea what you are talking about. It could also be that. WHO KNOWS?
The US denied access to the "International" space station. Look at her now has her own station and on the moon.😂
@@Herodotus__ RIIIIGHT ?
And when USA put a moratorium on GoF research, China went forward with the deadly viral research work in Wuhan that subsequently leaked their novel discoveries across the entire world!
Good going China!
As if all migrants are engineers able to work for Asml 🤣🤣🤣
Narendra Modi, touted as the "most popular leader/Prime Minister of the World" by Indians (India), proclaimed to the entire world that:
*"The 21st century belongs to India"*
"India has become a space superpower"
“India is today the fastest growing major economy in the world"
"India is the voice/leader of the global south"
"India a Vishwaguru (global teacher of the entire world)"
😆🤣😂😁🤭
These guys are suppliers so how can they predict the future demands, growth or opportunity?
Just when you thought you have seen the dumbest comment section this video comes along 😂
The question is how long you can prevent China to come out with their own technology to counter your product. The answer is given. You only have about 5 years or short before that happen and when that happen your company will be in such a bad position to compete.
Especially data and Analysis, especially Analysis, especially..
Asml把产品卖到中国，才能更好的打压，你有更好的产品，中国很多科技公司肯定选择最好的产品，如果彻底断供，他们自力更生，市场够大，会联合起来更好的推出新品，有一天asml就会成为历史
Yes maybe China is still importig 90% of all the equipment it needs to fabricate chips from US and Japan and to a lesser degree from EU, but it doesn't mean that we won't be able to make them on our own, indeed they are too complex for us now but we are going to make them eventually even if it takes us 50 or 100 years from now.
@@JigilJigil what are you talking about you are now just spouting outdated information
China has managed to make a homegrown(everything made in China right down to what goes into the screws, nuts, bolts) Lithography machine albeit one that creates legacy type/level 28nm chips
Where they are using their proprietary layering/patterning technique to get down to that 7nm/5nm
So yes one could argue they are behind from a sanctioning standpoint But from an all out war standpoint where a Country has been cut off from inputs from other countries?
I look at it as a China is ahead Because really that is the worst case scenario the USA/West is envisioning.
As that being the reason they have sanctioned/cut off China right now
That’s the biased criteria we put on China they need to be making that 100% homemade semiconductor chip From that 100% homemade lithography machine right down to the screws and Rare Earths required to make the lithography machines in the first place
Where the Dutch company ASML sources 85% of what goes into making their lithography machines from around the world. As ASML cuts off China from its technology/patents
But then no one thought to go back even further.
Forgetting about the fact 85% of the components are sourced from other places/countries
They should have been asking about the mines supply chains
what goes into making those components or
Or most importantly the patents on what goes into that component in the first place?
Because the Chinese dominate the mining and refining of the most basic minerals that go into making those components/equipment
Like Lithium, Cobalt, Rare Earths etc
And most importantly they control the patents on the refining of those metals and minerals
Americans are just lucky they don’t think zero-sum game type of ways like America does
They could have easily crashed the American economy… it would have hurt the Chinese but it would have hurt America more
But they don’t think that zero-sum game ways until they are forced to…
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Applications in Semiconductor Manufacturing
Lasers and Lithography
Lasers are indispensable in semiconductor manufacturing, especially in advanced lithography. REEs like neodymium are used in Nd:YAG lasers, which are critical for UV light generation in lithography processes.
Laser Cleaning
As semiconductor components shrink, traditional cleaning methods become less effective. Lasers, particularly those using REEs, offer a solution by dislodging particles adhered to wafers through Van Der Waal forces.
Magnets and Plasma Material Processing
Permanent magnets, often made from REEs like neodymium, are used in plasma material processing systems. These systems are essential for thin film growth and patterning.
Coatings and Abrasives
REEs like yttrium oxide are used for coatings in plasma etch chambers, reducing maintenance costs. Cerium dioxide abrasives are used in the Chemical Mechanical Polishing (CMP) process to achieve extremely flat wafer surfaces.
The Impact on Adjacent Technologies
Optoelectronics and LEDs
REEs like cerium and yttrium are vital for the production of white LEDs. These LEDs are increasingly used in various applications, from displays to therapeutics.
Silicon Photonics
In the emerging field of silicon photonics, REEs like erbium are being studied for their potential to enable silicon to emit light, thus making monolithic silicon photonics chips a possibility.
Amr Elgarony
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China’s war chest of rare earth patents give an insight into total domination of the industry
Published: 3:00am, 20 Jul, 2019
China had filed for 25,911 rare earth patents compared to 9,810 from the US as of October last year
China has been investing heavily on facilities to do the bulk of the dirty and environmentally damaging mining and ore processing work for the world, systematically turning its know-how and methodologies into patents that could give it a competitive edge against its rivals.
SCMP
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China Solidifies Dominance in Rare Earth Processing
By early 2021, China will have accumulated more rare earth patents than the rest of the world combined.
Chinese companies can use patent-trolling and patent-ring-fencing legal strategies to undermine or nullify existing non-Chinese patents.
China’s rate of filings is accelerating relative to the rest of the world - increasing 250 percent from 2011 to 2018.
National Defence Magazine
@@JigilJigil
And that’s the stoooopidity cheered on by folks like you … you might as well be 5th colum nist
The Chinese had “virtually” no chip making ability/foundries 6 years ago
thanks to the USA who did the job for the Chinese
Where their Government was trying to get their people to switch to homegrown chips before the sanctions
China is now expected to take over those legacy chip markets
If the USA was smarter instead of cutting off China from semiconductor chips and equipment for manufacturing
They should have themselves and their allies, lowered prices even more, and dump even more chips on China
Instead their idea was to force the hand of Chinese people at the time content with cheap imported chips.
Hope they could not innovate
When there is now a 7 volume 27 book series on what China invented first that says the world copied from them
And China leads the world in 57 of the 64 critical technologies of the future 🙄
At one point China was importing over 300 billion in chips a year
Now they will probably be exporting around 200 billion dollars worth of their own homegrown chips per year, within the products they export
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How Close Is China to World Dominance in Legacy Semiconductors? 27-02-2024 | By Paul Whytock
* Bread and Butter Technology
Obviously, China would like to be a major player when it comes to high-end sophisticated semiconductor devices, but that doesn’t mean they are not interested in the bread-and-butter end of the market, particularly when it comes to legacy products.
In fact, they are very interested in the legacy market, and there are some very good reasons why.
Legacy devices make up a huge amount of global chip sales. Most chips manufactured today are not advanced chips but legacy chips, and around 71% of devices
* China's Aggressive Expansion in the Semiconductor Industry
In September 2023, Reuters reported that China was set to launch a new state-backed fund aimed at raising about €43bn to support its chip industry, and according to research analysts, the Rhodium Group, in less than ten years, China is expected to domestically add nearly as much 50-180nm wafer manufacturing capacity as the rest of the World.
The views of industry analysts and observers vary, but generally speaking, it’s thought that 22 wafer fabs are being built in the country, and there is an overall plan to create a total of 30 new wafer fabrication plants.
Many of these will concentrate on the production of legacy devices.
As for market share, industry intelligence gatherers
Trendforce believe China’s legacy chip manufacturing base could provide as much as 30% of the global demand for older devices.
ElectroPages
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China’s Homegrown CPU and Lithography Machine for 7nm Chips Conquer New Heights
Aug 2, 2023
Shanghai Micro Electronics has developed advanced 28nm immersion lithography machines domestically in China, bringing them closer to 7nm chip manufacturing capabilities.
Medium
One denies access to tech, the others will deny access to food, basic products, pharma products, etc, eventually, one way or the other, and then there will be no denials at all, as the world will stop to exist as it does now.
You do AI because of this 3 nm node we could no do with the previous one 23:50, you do it because of placing the nodes in layers one after another copying my algorithm with my vectors.
This guy is trying to deter more restricions on his business by being vague. He didn't answer most of the China questions. And when he says a 10-15 year behind, I am hearing a 4 to 5 year behind. China is definitly working day and night to get EUV tech and they will, it's just a matter of time. I bet this guy is worried even if says the opposite.
ASML will be soon forgotten and replaced
The Chinese government's continued micro managing of the semiconductor industry along with China's political revolution over 30 years has held back the development Chinese semiconductor industry, which started in the mid 50's, despite the billions invested. The Chinese officials meddled too much. In the 50's China had some of the smallest semiconductors. So it can only be blamed on government planning and mismanagement which put the country 16 years behind the West in the 80's and 90's, but since then the leaps and bounds China has made are extremely impressive and most people in the field of semiconductor technology believe in the next 4-6 years or before the Chinese will have 2nm semiconductor and between 4-8 years have just as good lithography machines as the ASML Deutch machines. If these is the case the Taiwanese, South Korean and US chip triangle could unravel.. Then China will start to over take the current status quo.
The Ai Revolution is here !
chill out bloomberg man, have a smoke n a waffle
Germany is stupid stopped buying cheap gas from Russia and buy expensive gas from America
LOL so he can't speak up against the Americans eh?
hes too humble
How come the US dictate to a company from another continent what it gets to export?