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Christophe Fouquet

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Situations

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ASML: AI demand surge meets US-China export tensions

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Latest: ASML, Samsung, and TSMC partner on next-generation chip lithography

ASML is navigating a period of record-breaking growth and intense geopolitical friction. Driven by the AI-driven chip boom, the company became Europe’s most valuable listed firm in mid-2026, with its market capitalizatio

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