ASML, every mention
9 scenes (2022) · ← back to ASML
tap a year for its mentions
every year 2022 anyone Ben Gilbert 32John Bathgate 20David Rosenthal 13Brinton Johns 5Hamilton Helmer 1
Verbatim, from the transcripts: the passages where ASML comes up
Amazon Web Services · Acquired
- ▶ 2:24:48 Ben Gilbert And on top of that, there's a finite number of the machines available to manufacture those high-end chips, the ones that ASML makes, so it sort of pays doubly to be able to know for sure you can be one of the few to get those.
- ▶ 2:25:01 Ben Gilbert Well, AWS sort of has the same thing going on where it's the ASML machines are much more scarce than the servers that AWS is buying, but it's unbelievably helpful for AWS to win market share so they can
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 53:00 David Rosenthal ASML and others in this case.
- ▶ 53:18 Ben Gilbert In the early 2000, even Intel, I think, funded ASML's development, a big industry consortium, including Intel, of the EUV, and then thought the technology was gonna die, and so I think three or four years in, divested.
- ▶ 55:55 Ben Gilbert Yeah, ASML.
- ▶ 55:56 Hamilton Helmer Yeah, ASML.
- ▶ 57:15 Ben Gilbert They can be one of the very few customers in the world that's guaranteed to, over the next three to five years, get these machines from ASML and other suppliers, like Drumpf, the laser company, et cetera.
Nvidia: The GPU Company (1993-2006) · Acquired
- ▶ 1:01:25 Ben Gilbert ARM, ASML, Qualcomm, and Broadcom?
SONY (75 years of electronics history in 3 hours) · Acquired
- ▶ 1:08:45 David Rosenthal Ah, that would be ASML, right?