NEWS: ASML CEO Christophe Fouquet singles out Starlink as one of the most fascinating chip demand drivers he sees in the market today.
"We talk a lot about chips, humanoids and self-driving cars. But all those products have to be connected to data," Fouquet told Reuters.
Starlink's satellite constellation requires chips at scale. As the network grows toward tens of thousands of satellites, it represents a significant and recurring source of semiconductor demand that most analysts overlook.