CWL076: Inside ASML: The Semiconductor Giant, with Marc Hijink

Update: 2025-10-23

Description

In this episode of Conversations with Leaders, Sam and Jean-Paul speak with Marc Hijink, a financial journalist and author, about ASML, a pivotal player in the semiconductor industry. They discuss ASML's history, its unique culture, the impact of management changes, and the future of the semiconductor market, especially in light of AI advancements. The conversation also touches on Nexperia, a semiconductor company facing strategic challenges.

Takeaways

ASML is one of the biggest companies in the world now
The company plays a crucial role in the semiconductor industry.
Marc Hijink's journey into ASML began with a 2011 article.
ASML's culture emphasizes directness and openness among engineers.
Management changes at ASML could impact its future direction.
The AI race is significantly driving demand for semiconductors.
Nexperia's strategic challenges highlight the importance of chip manufacturing.
The Dutch government intervened in Nexperia's operations to protect its interests.
ASML's unique culture is considered its biggest competitive advantage.
The semiconductor industry is facing geopolitical challenges that could affect supply chains.

Your capital is at risk. Other fees apply. For more information, visit etoro.com/trading/fees. Past performance is not an indication of future results.

This communication is for information and education purposes only and should not be taken as investment advice, a personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation, and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Any references to past or future performance of a financial instrument, index or a packaged investment product are not, and should not be taken as, a reliable indicator of future results. eToro makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication.

Digest & Invest by eToro is presented by our friends over at: fame.so