▶EUV lithography is indispensable for manufacturing advanced logic chips at high volume and at an economically viable cost, a point underscored by TSMC's competitive advantage over Intel after adopting the technology.Apr 2026
▶The rise of AI is creating an unprecedented demand for computational power, pushing for a 16-fold increase in transistor density every two years, a significant acceleration of traditional Moore's Law.Apr 2026
▶Geographic diversification of the semiconductor supply chain faces fundamental economic hurdles, as manufacturing in the US and Europe is significantly more expensive than in Asia, a structural problem that subsidies like the CHIPS Act do not solve long-term.Apr 2026
▶Sustained, long-term, and collaborative R&D is the bedrock of semiconductor innovation, as evidenced by ASML's 15+ year, $6 billion+ development of EUV and its deep partnership with Zeiss.Apr 2026
▶Fouquet's prediction that Moore's Law will continue for at least another 20 years represents a bullish stance that contrasts with some industry discourse suggesting the law is slowing or nearing its physical limits.Apr 2026
▶His assertion that government subsidies like the CHIPS Act are insufficient for long-term success directly challenges the prevailing political narrative that these programs can secure regional semiconductor independence and competitiveness.Apr 2026
▶Fouquet's assessment that a military conflict over Taiwan is 'very unlikely' is a more optimistic geopolitical view than that held by many analysts, whose concerns are a primary driver of global supply chain diversification efforts.Apr 2026
▶His claim that it is 'nearly impossible' for a new entrant to develop a leading-edge process from scratch casts doubt on the ultimate success of state-backed initiatives like Japan's Rapidus, even with licensed technology.Apr 2026
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