Released
June 28th, 2023
Business Breakdowns
Tom Walsh - ASML: Competing with Moore’s Law
Tom Walsh is a portfolio manager at Baillie Gifford. We cover the science and architecture behind lithography machines, how ASML became the undisputed masters of EUV technology, and what factors drive the market for semiconductors more broadly.
Public Equity
Professional Investors
Technology
Semiconductors
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