Ed Ludlow

It's the evening in Davos, but it's very early on the West Coast.

It's a Bloomberg technology show, and one company they do track is ASML.

It's a huge chipmaker.

It's really a crown jewel of Europe.

You recently met with the chief executive officer.

What is your sense of what is going on in terms of chips to China and the national security framework?

Because we saw the United States has had a lot of almost ups and downs in terms of what they will allow go to China and what they won't.

I think we should more align.

And I think that ASML is delivering a lot of machinery for China in the lower end chips.

And I think that's good business for ASML.

And in that way, they can really produce the top-notch technology that we need in the West.

And I think that's also important for the U.S.

So I think ASML is a crown jewel of the Netherlands.

And the whole ecosystem around ASML is very important and we should cherish it.

What was the assessment, you recently met with the CEO, I believe, this week.

What was his assessment on having to really walk this tightrope between Washington and Beijing?

And then you have to walk also the tightrope with the Netherlands, right?

I'm guessing that one might be a little bit easier, but maybe not all politics is local.

Yeah, but we have our own arrangement when it comes to national security.

But I think he knows very well that it's not about top-notch technology that's going to be shifted.