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renewiltordlast Thursday at 11:28 PM3 repliesview on HN

ASML will instantly stall at that point. The EUV light sources are built in the US under US export control regulation. No EUV light source means no ASML EUV machine. I get that some European chest-beating sounds good because there's not very much tech in Europe, but this is an intentional transnational supply chain. It's no accident that the US chose ASML to develop this tech rather than Canon or Nikon. Close ally deep within the US military shield from nearby air bases.

The biggest losers from any such actual attempt by Europe will be Western Europe and the US.

I really like that Europeans are starting to be more patriotic. It's good to see. It's also fortunate that European leaders are aware of Europe's position and role in geopolitics.


Replies

saubeidllast Thursday at 11:42 PM

Well, it sounds like an alternative supplier for EUV light sources just became available...

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lossoloyesterday at 12:19 AM

ASML owns the company that builds the light source. They acquired it, it's a US company, which is why US export controls apply, that's all. If needed, they could replicate the subsidiary in the EU.

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