Comment by dragonelite
4 months ago
The US has immense pressure on the dutch government, given their control over ASML . Its US big tech and semi design studios that determines who will need to buy EUV from ASML. Given ASML is not allowed to do business with China, Russia etc.
You could just add easily argue that the Dutch government has immense leverage over the US, since ASML controls the leading edge fab technology that underpins Nvidia etc. It seems more to me like a highly profitable partnership that neither side can credibly threaten to withdraw from.
> You could just add easily argue that the Dutch government has immense leverage over the US, since ASML controls the
Not really since the USA basically controls ASML. That's not even counting the USA's control over most of Europe especially the Netherlands.
Whatever control America is supposed to have is waning rapidly. America is doing a great job of ceding its soft-power and becoming an unreliable ally at best.
Although without any proof, but the Cold War history convinces me that US usually has the better hands when dealing with EU. US has the bigger and better sticks.
Only with America can EU defend itself against a potential invasion from Russia. No comment on whether it will ever happen but there is no better hand than that.
Where else will they buy EUV from?
Its China they will create their own EUV ecosystem, there are sources that keep track of Chinese developments and there's a lot of EUV related patents being rewarded within China.
So i wouldn't be surprised if they will announce first initial set of EUV test runs this year or early next year as a cherry on top of their "Made in China 2025" cake.
1. OP and me were talking about the US government.
2. It's quite possible you are right about Chinese EUV capabilities - I don't have a clue myself as I don't work for NSA or CIA. On the other hand it's one more very big challenge in a field of big challenges and despite what the CCP says Chinese resources are very far from infinite and the clock is ticking demographically.
3. A set of EUV test runs would not impress me to be honest - a full blown production line of EUV generated chips would. The issue doesn't seem to be in doing EUV, the issue is to build systems that can sustain quality at volume.