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>ASML isn't guarding profound insights revealed by the gods requiring some sort of eternal liver pecking sacrifice to obtain. As someone who's worked in semico
by romwell 3y ago
>ASML isn't guarding profound insights revealed by the gods requiring some sort of eternal liver pecking sacrifice to obtain.
As someone who's worked in semiconductors... [citation needed] on that claim.
>If the EU plays hardball to too great an extent, other countries will replicate the research.
If they could have, they would have. Many have been trying, and still are.
>China will already have started their attempts.
Not "will have". China has been trying to catch up for many years.
> The EU does not have a track record of staying ahead when they tangle with Asians for tech manufacturing supremacy.
You're just lumping "Asians" into one group, aren't you? China, Japan, Taiwan, Korea have very different strengths.
>The EU can't parlay a temporary monopoly held by one manufacturing company into a useful strategic edge.
Oh they absolutely can. So can Taiwan (and does so pretty successfully).
- flamedoge 3y ago> The EU does not have a track record of staying ahead when they tangle with Asians for tech manufacturing supremacy. ASML is literally the one that won vs Japan's Canon/Nikon. https://www.linkedin.com/pulse/race-technological-dominance-how-japan-almost-won-euv-amr-elharony-8avjf/ https://www.linkedin.com/pulse/race-technological-dominance-...
- throwup238 3y agoIn a consortium they started in the late 90s with Intel and a couple of other companies to license US Department of Energy EUV research from Lawrence Livermore. There’s a reason the US has control over where ASML hardware can be exported - a lot of the technology was originally developed and funded in the US.
- postexitus 3y agoI am using ASML as an hypothetical example here. When there is a giant like ASML in the market, the competition is squashed out pretty quickly. Especially when the barriers of entry are so high like in fab space, the competition does not stand a chance to capture any good tenders. Pull ASML out of the equitation to "punish" Chinese- suddenly those "bug" fab companies are flourishing and winning tenders left and right and suddenly become viable businesses. Give it X years and they are competitors. Of course if this is a viable route, you may ask : Why don't China ban ASML then? They could, but of course there is going to be short term pain in impacting all levels of supply chain and therefore macro economics. They may not want to take the hard pill.
- hilios 3y agoChina is already banned from buying many of ASML's machines, which is why China doesn't have any leading edge fabs. They probably will be able to replicate the research and solve the manufacturing issues eventually but it took a global effort and many failed tries to get it working the first time.