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The only problem is that (as far as I understand, not a semi tech expert) is that ASML's EUV is state of the art with no competition in China. Over time China w
by mamonster 4y ago
The only problem is that (as far as I understand, not a semi tech expert) is that ASML's EUV is state of the art with no competition in China. Over time China will probably be able to catch up, but medium and short term will probably be painful.
- hunglee2 4y agooh yes 100% - this is designed to cripple China here. It might well do that. The point is that there is no rational action from China that would look like 'retaliation'. The best and only option for the PRC is to develop a domestic competitor, rather than say, cut off rare earth refining. Furthermore, the reason why there hasn't been a competitor to ASML until now is not only technical but also economical - but now they are effectively out of the China market, these sanctions operate like protectionism from the other side.