Tom Walsh
Portfolio manager at Baillie Gifford with deep expertise in semiconductor industry analysis and ASML; provides technical and historical insight on lithography and EUV.
Best podcasts with Tom Walsh
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153 snips
Jun 28, 2023 • 52min
ASML: Competing with Moore’s Law - [Business Breakdowns, EP.117]
In this engaging discussion, Tom Walsh, a portfolio manager at Baillie Gifford, shares insights into ASML, a key player in semiconductor technology. He recounts ASML's remarkable journey from a struggling spin-off of Philips to dominating extreme ultraviolet lithography. Walsh explains the intricate process of photolithography and how ASML's innovations have driven transistor miniaturization. He also explores the company's market resilience, strategic collaborations, and the importance of long-term vision in navigating industry challenges.
83 snips
Mar 6, 2026 • 53min
ASML: Competing with Moore’s Law - [Business Breakdowns, REPLAY]
Tom Walsh, a Baillie Gifford portfolio manager and semiconductor specialist, and expert on ASML and lithography. He recounts ASML’s unlikely rise from a Philips spin-out. He explains photolithography and what an EUV machine looks like. He covers the long road to EUV, ASML’s unique technical moat, capacity and supply-chain challenges, and why the company shapes Moore’s Law.
