♪ >> YOU ARE WATCHING "BLOOMBERG TECH EUROPE." COMING UP, IT'S EUROPRE'S MOST VALUABLE COMPANY AND ONE OF THE MOST IMPORTANT COGS IN THE GLOBAL AI SUPPLY CHAIN. WE TAKE A DEEP DIVE INTO ASML, THE HIDDEN POWERHOUSE OF THE AI REVOLUTION. WE LOOK AT HOW THE DUTCH COMPANY'S CHIPMAKING MACHINES UNDERPIN MAJOR AI BREAKTHROUGHS FROM NVIDIA'S CUTTING-EDGE SEMICONDUCTORS THROUGH TO CHATGPT.AND AS THE U.S. AND CHINA BATTLE AND OUT FOR AI SUPREMACY, ASM'S CEO TELLS ME WE ARE IN AN AI ARMS RACE, AND EUROPE IS LOSING. > ...

Core Insights - ASML has launched a technical academy in Phoenix to train engineers for servicing its complex chipmaking machines [1] Company Summary - The new technical academy aims to enhance the skill set of engineers specifically for ASML's advanced chipmaking technology [1]

Group 1 - ASML, a Dutch semiconductor equipment firm, reported net bookings of 3.94 billion euros ($4.47 billion) for the first quarter, missing the forecast of 4.89 billion euros [1] - The missed bookings suggest a potential slowdown in demand for ASML's critical chipmaking machines [1] - Global chip stocks have been fragile due to concerns over the impact of U.S. President Donald Trump's tariff plans on the semiconductor supply chain [1] Group 2 - The U.S. administration announced a temporary exemption for smartphones, computers, and semiconductors from reciprocal duties, but later created confusion regarding tariff exceptions for the electronics industry [2] - A federal government notice indicated that the U.S. Commerce Department is conducting a national security investigation into imports of semiconductor technology and related products, assessing the need for additional trade measures [2]