BREAKINGVIEWS-Why ASML the monopolist doesn’t act like one

NVIDIA Corporation
ASML Holding NV ADR

NVIDIA Corporation

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ASML Holding NV ADR

ASML

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The author is a Reuters Breakingviews columnist. The opinions expressed are her own.

By Jennifer Johnson

LONDON, May 21 (Reuters Breakingviews) - The $600 bln Dutch group is indispensible to the AI chip supply chain. Yet a 50% gross margin trails titans like TSMC and Nvidia. It looks like CEO Christophe Fouquet is under-charging for his kit, but really he's preserving relationships with powerful and concentrated customers.

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CONTEXT NEWS

On May 19, ASML CEO Christophe Fouquet told a semiconductor industry conference in Antwerp that the first chips made with its next-generation "High-NA EUV" machines would be delivered within months. The new technology refers to high numerical aperture extreme ultraviolet lithography kit, which uses laser-generated light to print microscopic patterns onto silicon. The machines can cost up to $400 million each.


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