> The US's main contribution to that supply chain is (very expensive) software required in the design of an IC. EUV tech is from American universities, license

> The US's main contribution to that supply chain is (very expensive) software required in the design of an IC. EUV tech is from American universities, licensed by choice by the US Government. In a world where Nikon was a much smaller optics player, they'd be the ones building EUV machines, and we'd be pretending Japan was the source of this tech. The US's main contribution is doing the research required to make this whole thing possible.