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ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.
by chvid 8mo ago
ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.
- joe_mamba 8mo agoExcept China has fabs on smaller nodes than Europe, so why can't Europe?
- ekianjo 8mo agoBecause they don't invest. It's always the same problem. Lack of capital directed in that field.
- joe_mamba 8mo agoWell there you go. The EU talks the big talk on "domestic sovereignty" but never puts their money where their mouth is, or when they do, it's breadcrumbs, just enough to keep it on life support, let alone to be in the top contenders.
- whp_wessel 8mo agoIf Trump was European he would have long ago said “i only allow export of ASML machines if openai/nvidia/tsmc build 5gw urgently here in Europe with advanced nodes”. Fair if you ask me tbh