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This has more to do with ASML supplying the machines that TSMC uses to produce the chips. Without ASML, TSMC would not be leading the world in semiconductor man

This has more to do with ASML supplying the machines that TSMC uses to produce the chips. Without ASML, TSMC would not be leading the world in semiconductor manufacture, they wouldn't even be worth talking about without ASML's machines. And the US gets to say who can have those machines from ASML. China can't have them, due to export limitations. All the US has to do is say no more export to Taiwan and TSMC is fucked.

8note 2y ago
ASML of course, being a Dutch company and not American, is to say that ASML then has dependencies on somewhere else. For TSMC though, I think it's much more likely that if they didn't comply, the US navy would land marines in Taiwan to force them to comply
- leptons 2y ago
  |In 1997, ASML began studying a shift to using extreme ultraviolet and in 1999 joined a consortium, including Intel and two other U.S. chipmakers, in order to exploit fundamental research conducted by the US Department of Energy. Because the CRADA it operates under is funded by the US taxpayer, licensing must be approved by Congress. |In June 2023, the Netherlands' Institute for Human Rights ruled that despite the country's constitution prohibiting discrimination based on nationality, ASML was allowed to reject job applications from residents of countries subject to sanctions under the U.S. Export Administration Regulations (such as Cuba, Iran, North Korea, and Syria) in order to remain compliant with U.S. law.[46][47][48] |In January 2024, the Dutch government placed further restrictions on the shipment of some advanced chip-making equipment to China.[49]On 6 September 2024, the Dutch government tightened export controls on certain ASML chipmaking equipment, aligning its policy with U.S. restrictions to limit China’s access to advanced technology amid safety and geopolitical concerns.[50] https://en.wikipedia.org/wiki/ASML_Holding https://en.wikipedia.org/wiki/ASML_Holding The U.S. is definitely controlling where this tech goes.
- PeterStuer 2y ago
  If ASML said no to US restrictions, they would quickly find themselves Northstreamed.

8note 2y ago

ASML of course, being a Dutch company and not American, is to say that ASML then has dependencies on somewhere else. For TSMC though, I think it's much more likely that if they didn't comply, the US navy would land marines in Taiwan to force them to comply

leptons 2y ago
|In 1997, ASML began studying a shift to using extreme ultraviolet and in 1999 joined a consortium, including Intel and two other U.S. chipmakers, in order to exploit fundamental research conducted by the US Department of Energy. Because the CRADA it operates under is funded by the US taxpayer, licensing must be approved by Congress. |In June 2023, the Netherlands' Institute for Human Rights ruled that despite the country's constitution prohibiting discrimination based on nationality, ASML was allowed to reject job applications from residents of countries subject to sanctions under the U.S. Export Administration Regulations (such as Cuba, Iran, North Korea, and Syria) in order to remain compliant with U.S. law.[46][47][48] |In January 2024, the Dutch government placed further restrictions on the shipment of some advanced chip-making equipment to China.[49]On 6 September 2024, the Dutch government tightened export controls on certain ASML chipmaking equipment, aligning its policy with U.S. restrictions to limit China’s access to advanced technology amid safety and geopolitical concerns.[50] https://en.wikipedia.org/wiki/ASML_Holding https://en.wikipedia.org/wiki/ASML_Holding The U.S. is definitely controlling where this tech goes.
PeterStuer 2y ago
If ASML said no to US restrictions, they would quickly find themselves Northstreamed.