3 ms·

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 refuse

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 25d 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 25d 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 25d 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 23d 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 24d ago
  FYI, Nikon and Canon don't rely on ASML-owned Cymer anymore - they use a domestic Japanese supplier instead, Gigaphoton.
  - PorciiVorbesc 23d ago
    Nikon and Canon (gigaphoton) don't have EUV (yet)

verdverm 25d 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 25d 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 25d 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 23d 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 24d ago
FYI, Nikon and Canon don't rely on ASML-owned Cymer anymore - they use a domestic Japanese supplier instead, Gigaphoton.
- PorciiVorbesc 23d ago
  Nikon and Canon (gigaphoton) don't have EUV (yet)