Full Episode - https://youtu.be/iYC5nKJpGvY

Explore Europe's multifaceted approach to the semiconductor industry and how key players like the Netherlands, Germany, and France are navigating their roles. Discover the differing strategies shaped by national interests and industry needs, and understand why ASML's position in the global supply chain raises fewer geopolitical concerns compared to TSMC.

00:00 Introduction to Europe's Role in the Chip War

00:17 Diverse Strategies of European Nations

00:32 The Netherlands' Success in the Chip Industry

00:57 Germany's Focus on Auto Industry Resilience

01:43 France's Approach to Supply Chain Resilience

02:03 Geopolitical Implications of ASML's Monopoly

Book Links:

#AnirudhSuri:

The Great Tech Game by Anirudh Suri ://amzn.eu/d/1Su38My

#ChrisMiller:

Chip War: The Fight for the World's Most Critical Technology: https://amzn.eu/d/6PHcvPg

The Struggle to Save the Soviet Economy: https://amzn.eu/d/17fTXv7

Putinomics: Power and Money in Resurgent Russia: https://amzn.eu/d/f1Vfg7w

We Shall Be Masters: Russian Pivots to East Asia from Peter the Great to Putin: https://amzn.eu/d/dAnWZbP

#Europe, #ChipWar, #ASML, #Semiconductors, #Netherlands, #Germany, #France, #EU, #AutoIndustry, #SupplyChain, #Technology, #NXP, #ChipPolicy, #TechPolicy, #Aviation, #Geopolitics, #Manufacturing, #Innovation, #ClimateChange, #TechTalk