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If you break it down, ASML is dependent on a US based company called CYMER(owned by ASML) without cymer EUV light source exports ASML is fucked will have a hard
by dragonelite 3y ago
If you break it down, ASML is dependent on a US based company called CYMER(owned by ASML) without cymer EUV light source exports ASML is fucked will have a hard time creating EUV machine.
The US also makes a lot of the chemicals and EDA software packages. The US pretty much controls and owns advance chips. What they needed from taiwan was just a highly skilled sweat shop workers. Just look at the difference between the workload between TSMC workers in the US and on Taiwan.
That is why US sanctions are so effective they are like an octopus and have their tentacles all over the place controlling key nodes which can disrupt or destroy complete supply lines.
This is what following the tech war has kind of thought me.
- cma 3y agoASML's EUV tech also came in part from the US's EUV LLC (public/private partnership from the 90s), and that's one reason we were able to control their exports to China.