Moore's Law is not as fast as it used to be and competitors are trying to catch up.
Will the world's most advanced high-NA EUV machines be the ultimate weapon for its customers?
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G. Dan Hutcheson, vice chair of TechInsights, who has covered ASML since the 1970s when it was still a subsidiary ofPhilips, joined the group.
Figuring out geopolitical uncertainties.
Although ASML and other equipment providers benefit from the demand driven by export controls imposed by the United States to China, geopolitics may have long- lasting implications on the industry.
Hutcheson and Hijink believe that ASML will follow in the footsteps of their customers and decentralize their production from the Western Pacific corridor to the United States and Europe.
"If you can't find the workers to run the tools or to repair them, your wafer fab is useless," said Hutcheson, "We're in a new world where the utilization of the tools is lower."
Despite the onshoring efforts of various countries and the talent shortage issue, Asia will remain an important center for chip production in the future according to Hijink.
ASML's monopoly status isn't likely to be challenged.
"ASML's biggest fear is that the current restrictions on Chinese technology might even stimulate it in the long term and create an even bigger problem," said Hijink.
Hutcheson believes that no company can challenge ASML without massive government subsidies.
Over the last five decades, that maximum has been held across 100, or there have been more sub-markets of Semiconductor equipment, which explains the market consolidation of the market from more than 20 Semiconductor equipment makers in the 1980s to just a handful right now.
Hutcheson witnessed how ASML was able to survive over the past four decades because of better management and technological development.

Source prnewswire