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At some point, we start to talk about military action. It's not clear where the current US government will draw the line, and they would be crazy to draw the l

At some point, we start to talk about military action. It's not clear where the current US government will draw the line, and they would be crazy to draw the line at IP licensing... but well, I have some bad news. I have absolutely no idea what is the Trump's (or Musk's, or whoever is calling the shots) endgame is. There is the chance that military action is inevitable. It's really bad either way.

alephnerd 2y ago
Also, the entire EUV portion of ASML is owned and manufactured by Cymer in San Diego. They are part of ASML, but firewalled from the rest due to DoE and Federal Contractor requirements.
- iszomer 2y ago
  It' really interesting to see how interconnected supply chains work. Query: who are ASML's subsidiaries? // 1. Cymer (Acquired in 2013) A U.S.-based company specializing in EUV and DUV light sources. Cymer provides the laser-produced plasma (LPP) EUV sources used in ASML's EUV scanners. 2. Berliner Glas (Acquired in 2020) A German company specializing in high-precision optical components. Helps ASML develop optical lenses and mirrors for lithography machines. 3. HMI (Hermes Microvision, Acquired in 2016) A Taiwanese company focusing on e-beam inspection and metrology. Enables ASML to enhance defect detection in semiconductor manufacturing. 4. Carl Zeiss SMT (Strategic Partner, Not Owned) ASML has a strategic partnership with Carl Zeiss SMT, which supplies high-precision optics and mirrors used in EUV systems. While ASML doesn’t own Carl Zeiss, it invested heavily in their R&D for EUV optics. //
  - alephnerd 2y ago
    Yep! And ASML Holdings itself is a spinoff of NXP Semiconductors (primarily legacy nodes used in aerospace and automotive - VERY mission critical), which itself is a merger of the older Motorola Semiconductor division which landed us on the moon as well as Philips N.V.

alephnerd 2y ago

Also, the entire EUV portion of ASML is owned and manufactured by Cymer in San Diego. They are part of ASML, but firewalled from the rest due to DoE and Federal Contractor requirements.

iszomer 2y ago
It' really interesting to see how interconnected supply chains work. Query: who are ASML's subsidiaries? // 1. Cymer (Acquired in 2013) A U.S.-based company specializing in EUV and DUV light sources. Cymer provides the laser-produced plasma (LPP) EUV sources used in ASML's EUV scanners. 2. Berliner Glas (Acquired in 2020) A German company specializing in high-precision optical components. Helps ASML develop optical lenses and mirrors for lithography machines. 3. HMI (Hermes Microvision, Acquired in 2016) A Taiwanese company focusing on e-beam inspection and metrology. Enables ASML to enhance defect detection in semiconductor manufacturing. 4. Carl Zeiss SMT (Strategic Partner, Not Owned) ASML has a strategic partnership with Carl Zeiss SMT, which supplies high-precision optics and mirrors used in EUV systems. While ASML doesn’t own Carl Zeiss, it invested heavily in their R&D for EUV optics. //
- alephnerd 2y ago
  Yep! And ASML Holdings itself is a spinoff of NXP Semiconductors (primarily legacy nodes used in aerospace and automotive - VERY mission critical), which itself is a merger of the older Motorola Semiconductor division which landed us on the moon as well as Philips N.V.