tech
May 5, 2026
ASML CEO Christophe Fouquet: No One Is Coming For Us
Christophe Fouquet, who became ASML's CEO in 2024 after more than a decade at the company, sat down with this editor on the rooftop deck of his Beverly Hills hotel Tuesday morning ahead of his appearance at the Milken Institute Global Conference. Dressed in a blue suit and white shirt, he was relaxed — even when the conversation turned to the rivals.
TL;DR
- ASML's EUV lithography machines are essential for producing advanced AI chips, and demand currently outstrips supply.
- The company's monopoly is built on decades of complex technological development, making it extremely difficult for rivals to compete.
- ASML is working to scale its supply chain to meet the surge in demand, with chip shortages expected for years.
- CEO Christophe Fouquet is confident in ASML's technological lead, despite emerging competitors and geopolitical considerations.
- ASML maintains a strong technological advantage by managing the 'generation gap' in the products it sells, balancing business with competitive protection.
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