Comment by petcat
14 hours ago
> retaliate by withholding ASML’s tech
The problem is that the core technology that makes ASML's tech valuable is the EUV light source which is entirely designed, developed, and manufactured by Cymer in California, which is a US company that ASML acquired in 2013. That acquisition was permitted only under strict technology sharing and export-control agreements.
I have no doubt that this administration would forcefully "take back" Cymer if the EU tried to restrict access to ASML lithography machines. They would force a sale back to US ownership, TikTok-style.
This framing gets the supply chain backwards. Cymer makes the source vessel, the part that generates tin droplets and converts them to plasma. But the laser that actually powers that process is a 17-ton, 40kW CO2 beast with 457,000 parts, built exclusively by TRUMPF in Germany. And the optics, mirrors smooth to tens of picometers that literally no one else on Earth can make, come from Carl Zeiss, also German, organized as a foundation that no foreign government can force into a sale. ASML only manufactures about 15% of an EUV machine's components. The rest comes from roughly 1200 suppliers concentrated in Germany and the Netherlands. Seizing Cymer gets you one subsystem with no laser to drive it and no optics to focus it.
The real problem with this theory is that EUV isn't a product with a capturable bottleneck. It's more like a standing wave of institutional knowledge distributed across organizations that have been co-developing at picometer tolerances for 30 years. TRUMPF's leadership described the arrangement as a "virtually merged company" with open books across all three firms. That kind of integration knowledge doesn't transfer via acquisition. China has been throwing enormous resources at this with access to published research and former ASML engineers, and their prototype still isn’t expected to produce working chips until 2028-2030. Saying the US could grab Cymer and start producing EUV machines is like seizing a transmission plant and calling yourself a car manufacturer.
Yes, we all know that ASML is a multi-national effort, with critical technology components provided by several countries. The point is that the EUV light source is one of the critical technology components and it has not been replicated anywhere else (so far, see xLight founded by Dept. of Energy engineers and funded by the US gov).
It's a bargaining chip that this administration will undoubtedly use to make sure that US access to ASML lithography machines remains undisturbed.
You're missing the point. Nobody will take back anything since that hurts everyone, but if the US wanted they could license EUV tech to Nikon or Canon and give ASML a huge PITA of refreshed competition.
Similar to TRUMPF lasers and Zeiss optics, other companies from US and Japan like Coherent and Canon could have a crack at replicating the laser and mirrors given enough IP and resources if the US really wanted to decouple from ASML, since they're still man made objects, not magic things given by gods.
US is the richest country in the world and the second biggest manufacturer after China. Do you think the country that built the SR-72 and other sci-fi shit wouldn't be able to make a EUV lithography machine in house if they were to treat it like a Manhattan project instead of a side hustle?
>other companies from US and Japan like Coherent and Canon could have a crack at replicating the laser and mirrors given enough IP and resources if the US really wanted to decouple from ASML, since they're still man made objects, not magic things given by gods.
this exact same logic applies the other way, though... unless Cymer is selling magic objects given by gods?
>Do you think the country that built the SR-72 and other sci-fi shit wouldn't be able to make a EUV lithography machine in house if they were to treat it like a Manhattan project instead of a side hustle?
do you think that ASML (or TRUMPF or whatever non-US entity) would be unable to make the EUV light source in house if they were to treat it like a Manhattan project instead of a side hustle?
4 replies →