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My impression is one important strategic factor is that ASML was not build using venture capital -in which the US is dominant - but relied mostly on government
by tmnvdb 2y ago
My impression is one important strategic factor is that ASML was not build using venture capital -in which the US is dominant - but relied mostly on government subsidies. Once ASML was a strong player they got a lot of investment from American customers (intel et al) to invest, for example in UEV development. This is a funding approach that doesn't work well in most markets but seems to fit well with the deep speculative research typical of these kinds of systems. As some other users have noted, the US was the initial leader in UEV research (in the very early phases), but the technology was deemed too speculative to attract significant market funding.
- impossiblefork 2y agoYes. Especially Germans can make these kinds of long-terms plans. I saw one thing that made it obvious to me that they were only people who could possibly develop a certain technology which hasn't been commercialized. Basically, they were doing research on details that they from their analysis could determine were necessary, but which nobody else had even thought about yet. It took me half an hour of a guy who had done his PhD on it explaining until I understood why they needed it. I think his work was paid for by industry though.
- tmnvdb 2y agoASML is not German, and I'm not sure I understand the rest of your comment.