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I expect China to have its own EUV machines in the next few years. Any bans will only serve to convince the Chinese government to give more money to their scie
by elzbardico 4y ago
I expect China to have its own EUV machines in the next few years.
Any bans will only serve to convince the Chinese government to give more money to their scientists.
- bogomipz 4y agoCan you elaborate? Are they developing them now? If not how realistic is it that they could have something as sophisticated as ASML in a few years?
- rchiang 4y agoAccording to ASML, they have 4700 suppliers (https://www.asml.com/en/company/sustainability/responsible-supply-chain https://www.asml.com/en/company/sustainability/responsible-s...). How many of those are essential to the development of EUV equipment and would be affected by this ban is unclear (though I'd expect a reasonably large percentage).
- arroz 4y agoThis is not realistic, though in the long term who knows
- himinlomax 4y agoASML has 32000 employees. Lithography machines are their only product. They have been working on EUV for decades. They're the only company currently able to make it today. They and Nikon are the only companies currently able to make previous gen machines. A Chinese knockoff would also not have access to their suppliers in most cases, such as Zeiss, which are critical to the tech. It's going to take a while.