How ASML Built a Monopoly in Chip Lithography

In this episode of Business Strategy Talks, Lucas and Luna unpack how a single Dutch company, ASML, came to control the $10 billion extreme ultraviolet lithography market—and why no competitor can touch it. They trace the company's high-stakes bet in the 1990s, the decades-long R&D partnership with Zeiss and Intel, the physics of shooting molten tin droplets with a laser to generate 13.5 nanometer light, and the mind-bending supply chain that makes ASML the only firm on earth that can build the machines printing the world's most advanced chips. Lucas and Luna also explore the strategic moat that keeps rivals like Canon and Nikon permanently boxed out, the geopolitical complexities of selling EUV machines to China, and what ASML's monopoly means for the semiconductor industry over the next decade. #ASML #EUVLithography #SemiconductorMoat #ChipManufacturing #Monopoly #Lithography #Zeiss #Intel #TSMC #Samsung #Moore'sLaw #DeepTech #BusinessStrategy #CompetitiveAdvantage #MarketPositioning #Business #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo