ASML | Part 1 | November

About this episode

The episode provides an in-depth analysis of ASML and its role in the chip industry.

ASML is a key player in the value chain needed to produce the best chips on earth that make AI possible. And to be honest, as Dutchmen, we're proud of this Dutch gem. Bouke and Mathijs broke this complex company down for you. In part one of the analysis you'll discover: What is needed to produce the most complex machine on earthHow the value chain within the chip industry looks likeHow the culture of ASML created this monopolyEnjoy the in-depth analysis of one of the most interesting st...

People in this episode

Hosts: Bouke, Mathijs

Topics covered

• ASML
• chip industry
• value chain
• monopoly
• AI technology

Keywords

• ASML
• chips
• AI
• value chain
• monopoly
• Dutch company

Mentioned in this episode

Organizations: ASML

Places: Dutch

More episodes of Premium The Dutch Investors

• The Walt Disney Company | June 2026 · June 12, 2026 · 18 min
• Shelly Group | April 2026 · April 18, 2026 · 10 min
• ASML | Part 2 | November · November 8, 2024 · 1h 14m
• Couche-Tard | Oktober 2024 · October 25, 2024 · 54 min
• Celsius Holdings | Oktober 2024 · October 25, 2024 · 1h 0m
• Coupang | Oktober 2024 · October 18, 2024 · 54 min