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utopiahyesterday at 8:12 PM1 replyview on HN

Which rest of the World? ASML already has restrictions on China from Netherlands (where they are based) and the US (which provides some core IP).


Replies

ummonkyesterday at 8:18 PM

My argument is that they would add an exception for TSMC in the event that Taiwan fell under Chinese control. The alternative would be an extreme supply shock to the industry that's responsible for most stock market and GDP growth in America.