{"id":490550,"date":"2024-10-20T15:41:00","date_gmt":"2024-10-20T13:41:00","guid":{"rendered":"https:\/\/innovationorigins.com\/?p=490550"},"modified":"2024-10-20T15:41:00","modified_gmt":"2024-10-20T13:41:00","slug":"the-silicon-curtain-and-asmls-role-in-the-global-chip-war-navigating-geopolitical-tensions","status":"publish","type":"post","link":"https:\/\/ioplus.nl\/archive\/en\/the-silicon-curtain-and-asmls-role-in-the-global-chip-war-navigating-geopolitical-tensions\/","title":{"rendered":"A Sputnik moment, the Silicon Curtain, and ASML’s role in the global chip war: Navigating geopolitical tensions"},"content":{"rendered":"\n

Asia Society France hosted an expert discussion exploring how the Dutch lithography supplier ASML navigates the rising geopolitical tensions between the U.S. and China. Speakers in Paris included Pengfei Chen, a management consultant focused on enterprise digital transformation; Pierre Haski, a geopolitical correspondent and journalist; and Marc Hijink, a financial reporter, columnist, and the author of \u201cFocus: The ASML Way.<\/a>\u201d Asia Society France Founding Trustee and Co-Chair Duncan Clark moderated the conversation. <\/p>\n\n\n\n

Good to know: the Paris conversation occurred just one day before ASML erroneously published<\/a> its third quarter results a day earlier than it should have\u2014it caused shares to fall 16%. ASML said the fault was due to “a technical glitch.” The quarterly figures showed that demand for ASML\u2019s chip machines fell sharply. The total value of orders in the third quarter was \u20ac2.6 billion, down by half from the previous quarter. ASML indicates slowdowns in \u201cother market segments\u201d are taking longer than expected. These facts, made public on October 15, could not be part of the discussions in Paris on October 14.<\/p>\n\n\n\n

Here’s the whole conversation at Asia Society France, below is our take from the discussion:<\/p>\n\n\n\n

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