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Depends how hard the US will enforce the restrictions. A group breaking out of ASML would still need a company, is that company going to be in the EU, Japan, U

Depends how hard the US will enforce the restrictions. A group breaking out of ASML would still need a company, is that company going to be in the EU, Japan, US?, if so, restrictions still apply. I'm not sure people will like moving to China to work on chip tech and possibly end up on US lists. Then there's the problem of the whole manufacturing and software tech that is likely closely guarded by ASML, and the massive capital investments to actually get anything done.

throwaway4good 6y ago
A company in Europe is not subject to US law unless it does business there. The US prevents eg. ASML in doing business with eg. Huawei by threatening to cut off ASML's access to American suppliers and customers.
- yorwba 6y ago
  A company in Europe is still subject to US pressure on their own government, even if the company itself doesn't do business in the US. The US prevented ASML from selling their EUV machines in China by pressuring the Dutch government not to renew ASML's export license, presumably by threatening more than just ASML's access to American suppliers and customers. https://www.reuters.com/article/us-asml-holding-usa-china-insight-idUSKBN1Z50HN https://www.reuters.com/article/us-asml-holding-usa-china-in...
  - Throwawayaerlei 6y ago
    Several things make this potentially interesting. The lasers that hit the droplets of tin in ASML's EUV machines come from the US. On the other hand, just who is going to be buying EUV machines in the future? Global Foundries has dropped out of the game of cutting edge logic, and Intel shows every sign of never being able to move past their 14 nm node. Their 10 nm node is all 193 nm UV, they're only adopting EUV for their 7 nm node, which is now also failing to deliver the goods. Samsung and TSMC can expand only so fast. Are their other types of chips which are using EUV, or are anticipated to use it in the future, like memory?

throwaway4good 6y ago

A company in Europe is not subject to US law unless it does business there. The US prevents eg. ASML in doing business with eg. Huawei by threatening to cut off ASML's access to American suppliers and customers.

yorwba 6y ago
A company in Europe is still subject to US pressure on their own government, even if the company itself doesn't do business in the US. The US prevented ASML from selling their EUV machines in China by pressuring the Dutch government not to renew ASML's export license, presumably by threatening more than just ASML's access to American suppliers and customers. https://www.reuters.com/article/us-asml-holding-usa-china-insight-idUSKBN1Z50HN https://www.reuters.com/article/us-asml-holding-usa-china-in...
- Throwawayaerlei 6y ago
  Several things make this potentially interesting. The lasers that hit the droplets of tin in ASML's EUV machines come from the US. On the other hand, just who is going to be buying EUV machines in the future? Global Foundries has dropped out of the game of cutting edge logic, and Intel shows every sign of never being able to move past their 14 nm node. Their 10 nm node is all 193 nm UV, they're only adopting EUV for their 7 nm node, which is now also failing to deliver the goods. Samsung and TSMC can expand only so fast. Are their other types of chips which are using EUV, or are anticipated to use it in the future, like memory?