The March 8, 2025 and March 15, 2025 issues focus on how the rest of the world is responding to the repositioning of the US government and increased supply chai

The March 8, 2025 and March 15, 2025 issues focus on how the rest of the world is responding to the repositioning of the US government and increased supply chain disruption. Those two issues are worth reading if supply chains, imports, or exports impact anything you're involved with. The ASML article is hinting that Europe should fab more of its own ICs. Most of ASML's equipment is exported, not used within Europe. It's not that ASML wants to leave Europe. It's that they need more European customers. Other articles in those two issues cover how Europe is starting to respond to American isolationism and Russian aggression. US threats to pull out of NATO are taken seriously, and contingency plans for a post-US NATO are underway. It looks like France will provide the nuclear deterrent. France's nuclear weapons program is not dependent on the US, but the UK's is. Further acquisition of US fighter aircraft is now much less likely. There's a concern that the F-35 is too "cloud enabled" and dependent on US data sources. The Swedish Gripen is looking like a better option. Efforts to replace US satellite dependency are underway, with recent launches on Ariane boosters from French Guiana. Reduction of EU dependence on the US internet is progressing. All the countries with borders facing Russia or Ukraine have upped military spending considerably. There's debate from the countries further from the front line on how much they have to. Decades-old alliances and trade patterns are shifting. Europe has less of a problem with China than the US does. Russia is much closer, has caused trouble for a century, and there's a lot of bad history there. The US has a long history with Japan, South Korea, and Taiwan, but Europe does not. Nor does Europe have any obligations to Israel, which helps when getting along with the Arab world. Read more non-US sources on what's happening. Huge, slow changes are underway.