ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.
If 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
Except China has fabs on smaller nodes than Europe, so why can't Europe?
If 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