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traceroute66yesterday at 10:15 AM1 replyview on HN

> Europe desperately needs to secure its own semi conductor supply chain.

To be fair, Europe does have ASML which has something like 2/3 market share in DUV and almost monoplistic in EUV.

The moat is enormous, so they are unlikely to face any serious competition for at least a decade if not more.


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ricardobeatyesterday at 11:34 AM

China is already catching up. They have a desktop-sized 14nm EUV machine, and Xiami is setting up a 3nm manufacturing line, both entirely with local tech. Thanks USA for the export ban.

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