Why ASML’s Export Block and CHIPS Act Funding Signal a New Sourcing Playbook

Andrea Klein opens the episode with a brief overview of the topics to be discussed, starting with the ASML export block and the effects of a recent earthquake on the semiconductor industry. The conversation then transitions to updates on the CHIPS Act funding and its impact on Microchip Technology. A forecast of global semiconductor capacity is provided, offering insights into future industry trends. The episode wraps up with closing remarks from Andrea, summarizing the key points covered.