3 ms·
Agree with everything you've said, but a major differentiator between TSMC and ASML is that you buy a bit of gear and then you kinda own it. It's like buying a
by dijit 1y ago
Agree with everything you've said, but a major differentiator between TSMC and ASML is that you buy a bit of gear and then you kinda own it.
It's like buying a plow; you use the plow to till your land and if a better plow exists (or, tractor) you go buy it.. or if your plow breaks you buy a new one.
But, we're in a situation where the plow can be taken away from us, arbitrarily, and the consequence is that people could possibly starve to death.
The situations are materially different in this aspect, but yes, trust breeds interdependence, which ironically is the point of the EU: if we all depend on each other then we won't go to war with each other anymore; seems to have worked. Longest peace in history.
- jand 1y agoI get your point, but according to [1] ASML was a bad example. There is no kill switch which might be pressed only under circumstances that may never be "adapted to current situations". So who does said plow belong to? [1] https://www.bloomberg.com/news/articles/2024-05-21/asml-tsmc-can-disable-chip-machines-if-china-invades-taiwan https://www.bloomberg.com/news/articles/2024-05-21/asml-tsmc...
- nradov 1y agoRegardless of whether there's a kill switch or not, it's really not practical to operate any advanced ASML equipment without ongoing support from the vendor.
- yencabulator 1y agoThis is pretty much the F-35 argument. The US may or may not have an immediate kill switch, but they 100% have a logistics kill switch that can be triggered with a weeks-to-months delay.