ASML, every mention

8 scenes (2025) · ← back to ASML

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where ASML comes up

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▶ 18:26 John Coogan When ASML, which makes the lithography machines that go sit at TSMC and actually make the chips that Nvidia designs, ASML, the Dutch company, they did what's called a customer co-investment program. 6 times in the scene

▶ 3:51 Delian Asparouhov Um, you know, sort of semiconductor processes by far the most famous there is, you know, sort of ASML and lithography. 4 times in the scene
▶ 6:52 unnamed speaker Is there any, and, and I don't have context here, I don't know if you do, but is there any effort to get ASML to start manufacturing here in the United States, or is it just completely out of the question, right? 6 times in the scene
▶ 12:44 Delian Asparouhov Like, I don't think that like trying to just copy the ASML tech tree makes any sense.

▶ 21:51 Jordan Schneider And the, the challenge there is they are not allowed and have not yet been able to replace, um, uh, electro, uh, EUV tools, which is what, um, uh, ASML makes. 2 times in the scene

▶ 28:50 unnamed speaker Uh, can they either get around the export controls reliably at a, at an order of magnitude larger scale, or can they get SMIC and SME, their version of TSMC and ASML? 2 times in the scene

▶ 1:03:10 John Coogan So they have their own TSMC, they have their own NVIDIA, and they have their own ASML.

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