4 ms·
> ASML is as much a bottleneck as TSMC. A bigger one, since all of TSMC, Samsung, and Intel rely on ASML. It could be many years, if not decades, before ASML g
by tromp 3y ago
> ASML is as much a bottleneck as TSMC.
A bigger one, since all of TSMC, Samsung, and Intel rely on ASML. It could be many years, if not decades, before ASML gets some serious competition.
- baq 3y agoAt least if all ASML fabs gets blown up, the existing equipment will still be functional for a few years...
- 15155 3y agoWhere will this existing equipment be operating if an EU nation has a critical piece of infrastructure "blown up?"
- Fronzie 3y agoAnd ASML relies on Zeiss, which is as big a bottleneck as ASML and TSMC.