3 ms·

> I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases That's not what's happening in the auto-industry, Chinese EVs

> I suspect that geopolitics will leave US/China GPUs with largely non overlpping customer bases That's not what's happening in the auto-industry, Chinese EVs are easily outselling American ones. Why would GPUs be any different?

verdverm 9d ago
Import bans, like we have on Chinese EVs in the US. The US already restricts other countries access to Huawei hardware This is another example where we might ask "why would it be any different?"
- HarHarVeryFunny 9d ago
  I've got to wonder how long the US will still be able get much of the world to go along with requests like this. Europe is already showing some spine and refused to join Trump's war with Iran, and Italy and Spain have also recently shown Trump the middle finger. It'd be ironic if Europe ended up banning ASML (a Dutch company) from shipping to US instead!
  - verdverm 9d ago
    SCOTUS shutting down Trump's Tantrum Tariffs gave everyone a little breathing room Mark Carney said earlier today at the EU, "the goal is not self-sufficiency, but collective resilience." It is through collective action that they can find more resilience to our American Antics.
  - PorciiVorbesc 8d ago
    >It'd be ironic if Europe ended up banning ASML (a Dutch company) from shipping to US instead! ASML's Dutch EUV machines depend on importing US made EUV light sources from California to build them, and depends on sales of their machines to the US to stay afloat since they're not exactly flying off the shelves domestically. So maybe the EU is not that stupid and suicidal to cripple their economy further by cutting off one of their biggest pay-piggies for no reason. In fact, as an anecdote to your hypothetically scenario, the US is the one with the most leverage since if they want, they can ban the export of EUV light sources to ASML and sell them instead to Canon and Nikon, sinking ASML and propping up Japan's semi industry instead, if relations sour and they see Japan as a warmer ally than the EU. Hypothetical.
    - HarHarVeryFunny 8d ago
      Isn't Cymer actually owned by ASML - push come to shove couldn't they just leave the US ? FYI, the US is only 10-15% of ASML's sales. The bulk of their machines go to China, Taiwan and South Korea.
      - PorciiVorbesc 6d ago
        >Isn't Cymer actually owned by ASML It's on US soil and subject to US laws and export controls. That's all that matters.
    - HarHarVeryFunny 8d ago
      FYI, Nikon and Canon don't rely on ASML-owned Cymer anymore - they use a domestic Japanese supplier instead, Gigaphoton.
      - PorciiVorbesc 6d ago
        Nikon and Canon (gigaphoton) don't have EUV (yet)

verdverm 9d ago

Import bans, like we have on Chinese EVs in the US. The US already restricts other countries access to Huawei hardware This is another example where we might ask "why would it be any different?"

HarHarVeryFunny 9d ago
I've got to wonder how long the US will still be able get much of the world to go along with requests like this. Europe is already showing some spine and refused to join Trump's war with Iran, and Italy and Spain have also recently shown Trump the middle finger. It'd be ironic if Europe ended up banning ASML (a Dutch company) from shipping to US instead!
- verdverm 9d ago
  SCOTUS shutting down Trump's Tantrum Tariffs gave everyone a little breathing room Mark Carney said earlier today at the EU, "the goal is not self-sufficiency, but collective resilience." It is through collective action that they can find more resilience to our American Antics.
- PorciiVorbesc 8d ago
  >It'd be ironic if Europe ended up banning ASML (a Dutch company) from shipping to US instead! ASML's Dutch EUV machines depend on importing US made EUV light sources from California to build them, and depends on sales of their machines to the US to stay afloat since they're not exactly flying off the shelves domestically. So maybe the EU is not that stupid and suicidal to cripple their economy further by cutting off one of their biggest pay-piggies for no reason. In fact, as an anecdote to your hypothetically scenario, the US is the one with the most leverage since if they want, they can ban the export of EUV light sources to ASML and sell them instead to Canon and Nikon, sinking ASML and propping up Japan's semi industry instead, if relations sour and they see Japan as a warmer ally than the EU. Hypothetical.
  - HarHarVeryFunny 8d ago
    Isn't Cymer actually owned by ASML - push come to shove couldn't they just leave the US ? FYI, the US is only 10-15% of ASML's sales. The bulk of their machines go to China, Taiwan and South Korea.
    - PorciiVorbesc 6d ago
      >Isn't Cymer actually owned by ASML It's on US soil and subject to US laws and export controls. That's all that matters.
  - HarHarVeryFunny 8d ago
    FYI, Nikon and Canon don't rely on ASML-owned Cymer anymore - they use a domestic Japanese supplier instead, Gigaphoton.
    - PorciiVorbesc 6d ago
      Nikon and Canon (gigaphoton) don't have EUV (yet)