Tuesday, November 15, 2022

Some local people in Veldhoven, a small town in the Netherlands, worry that critical semiconductor component maker ASML is growing too big, too fast (Bloomberg)

Bloomberg:
Some local people in Veldhoven, a small town in the Netherlands, worry that critical semiconductor component maker ASML is growing too big, too fast  —  This article is part of an occasional series about the New Geography of Technology.  Read earlier installments on Milan, Tel Aviv, Shanghai and Las Vegas.



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...