ASML CEO Says Chip Industry Needs to `Step Up'

The transcript discusses the strong demand and growth in the semiconductor industry, highlighting challenges such as supply chain bottlenecks and capacity issues. It explores potential growth opportunities, particularly in China, while considering the impact of US-China relations on business. The discussion emphasizes the complexity of shifting supply chains and the long-term nature of such changes.

What is the speaker's perspective on the future of the supply chain in the semiconductor industry?

How does the speaker view the relationship between the United States and China in terms of technology competition?

What are the key issues the speaker identifies regarding doing business in China?