President, Chief Executive Officer and Chair of the Board of Management, Asml Holding
Search every verified Christophe Fouquet interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Christophe Fouquet, CEO of ASML, stated during the company’s Q2 2026 earnings call that strong customer demand and improved supply chain output drove the company’s upward guidance. He noted that customers have revised capital expenditure plans upward for leading-edge nodes, and that ASML sees potential for better pricing power over time. Fouquet described the market for AI infrastructure as “still enormous” and said the semiconductor industry is likely to face a supply-limited market for several years due to the scale of infrastructure buildout. In public appearances, Fouquet discussed the importance of innovation and operational scalability for deep-tech companies, cautioning that past success does not guarantee future success. He argued that Europe needs to prioritize creating conditions for innovation to achieve technological sovereignty, and contrasted the enabling role of governments in the U.S. and China with what he called Europe’s tendency to do “the exact opposite.” Fouquet also highlighted ASML’s partnership with Tata in India, describing it as a long-term growth opportunity as India builds its first semiconductor fab.
“The combination of continued strong momentum in customer demand and our ability to respond to that by driving higher output with strengths in our supply chain, our manufacturing and our installed teams in the field are the primary drivers of our improved guidance. Strong end market demand this year has motivated our cu...”
“In the current environment where there is you know a lot of value for customers for what we bring them. We believe the potential to you know to capture a larger share of that value um or you know or at least to capture our share of that larger value gives you gives you better pricing power. So that those are the conver...”
“The one mistake you can make as a company, especially as a successful company, is to believe that the recipe of your past success is the recipe of your future success. This is the mistake that company make very often because when you are very successful, you feel pretty good about it. you must be doing the right thing...”
“One of the big difference between the US, China and Europe are those two things. Access to capital and government in the US and China is going to act as I would say an enabling body. So they will make sure that you know regulation are such that the industry can flourish. Europe is the only place where you know we belie...”
“I think that, you know, if we compare, uh, all we do on the entire ecosystem versus the U.S. and China, I think today the US is a clear winner. I mean, they are, um, looking at champion across the entire I semi ecosystem. I think the one place they were missing a bit out was manufacturing. And I think they have been ex...”
“Well, if you look at, uh, you know, uh, worldwide, uh, the demand for, uh, I infrastructure is still enormous. And the demand for, uh, AGI age computers start to come up. So the demand is continuing to go up. I think a lot of us, uh, are convinced that we're going to be looking at a supply limited market for AI, for se...”
“In terms of visibility and behavioral change, customers are very open to us, openly discussing their expansion plans for this year and beyond. It's clear that the scale of the fabs they're building is pretty significant and allows for quite some expansion. In our model of pricing, it is not based on the squeeze that ou...”
“The 'at least' capacity guidance reflects our alignment with customers, taking into account their gauge of the market, fab building progress, and our ability to deliver. We base this on the signals they provide and what we consider the appropriate way to give them capacity beyond just unit numbers.”
“We do not want EUV to be the bottleneck, and we have many ways to drive capacity up, including tool numbers, cycle time, productivity, and footprint expansion. We have secured long lead time items and land bank, giving us the flexibility to more than double our total EUV shipping capacity from 2025 to 2027. We don't fe...”
“Customers are accelerating capacity planning across logic and DRAM, and that is translating into orders for our most advanced technology—especially EUV—so we expect a major addition of capacity starting in 2026 that will last beyond that.”
“For 2030 we expect revenue between 44 and 60 billion euros and a gross margin between 56 and 60%.”
“Today, I think this is clearly a consumer. If you look at the overall AI ecosystem in Europe it is very weak anyway you look at it — Europe is behind.”
“China will not accept to be cut off from technology; if you have 1.4 billion people you want to advance. The question is most probably how far behind China do we want China to be?”
“We barely made it; EUV took us practically more than 20 years. It was a very risky investment because when we started there was no guarantee the technology would work.”
“I think they take too much. If we don't improve the power efficiency of our AI chips over time, the training of the models could consume the entire worldwide energy, and that could happen around 2035.”
... tax rate for Q2 was 17.5% for the full year 2026 We expected annualized effective tax rate is around 17% Net income in Q2 was ...
At the 2026 Hello Tomorrow Summit, we were joined by Christophe Fouquet, CEO of ASML, and Ian Cutress, CEO & Chief Analyst at More Than Moore. As the company behind the EUV lithography systems used to manufacture the world's most advanced semiconductors, ASML sits at the heart of the global AI and computing ecosystem. In an increasingly fragmented global landscape, Christophe Fouquet explored how the biggest breakthroughs in AI depend on close collaboration across the entire value chain, how the best deep tech companies must continuously overcome challenges as they grow, and why startups mus…
ASML Holding NV CEO Christophe Fouquet says the demand for AI infrastructure is still "enormous" and discusses the potential for data centers in space. Speaking during an interview on Bloomberg Television, Fouquet also says the company has to make sure it doesn’t experience supply constraints when servicing new projects such as on Elon Musk’s Terafab. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business…
ASML CEO Christophe Fouquet and CFO Roger Dassen discuss our Q4 and full-year 2025 financial results and share their outlook for 2026. Learn more on our financial results page: https://www.asml.com/en/investors/fin... Dive into our nano world and follow us on social media: Facebook: / asml Instagram: / lifeatasml X: / asmlcompany LinkedIn: / asml Or visit our website: https://www.asml.com Chapters: 0:00 Intro 0:22 Q4 2025 and full-year results: revenue, gross margin, net income and net bookings 2:06 ASML Q4 business update: strong quarter amid rising demand for AI 3:32 Q1 a…
In this episode of "Bloomberg Tech: Europe," Tom Mackenzie takes a deep dive into ASML - the hidden powerhouse of the AI revolution. The Dutch company's extreme ultraviolet lithography machines underpin major artificial intelligence breakthroughs, from Nvidia's cutting-edge semiconductors to ChatGPT. Bloomberg travels to Veldhoven, the Netherlands, for an exclusive interview with ASML CEO Christophe Fouquet. He talks about the AI spending "arms race," why he doesn't think there is an AI bubble in the industry, and why China will not accept being cutoff from western AI and chip technology. "Bl…
ASML CEO Christophe Fouquet tells Tom Mackenzie that China will not accept being cutoff from Western chips, saying technology progress in the country has "slowed down" • ASML: Chipmaking Machines at the Core of A...
CNBC Marathon investigates the intricate, high-stakes world of semiconductor manufacturing from the Dutch labs powering AI ...
ASML CEO Christophe Fouquet says artificial intelligence investing now resembles an "arms race," but that he sees no bubble in ...
ASML CEO Christophe Fouquet says Europe has become a consumer rather than a builder of AI, telling Tom Mackenzie the region is “very weak” and clearly behind global leaders • ASML: Chipmaking Machines at the Core of A...
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