Comment by joe_mamba
15 hours ago
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?
I agree with you, but that was my point exactly. No party holds all the cards to dictate the rules of the game like people bullish on ASML thought that they're somehow untouchable. They're untouchable because the US allows them to be because they play ball with the US admin and push back against rules they don't like from the Dutch government.
It's a gentlemen's agreement that will be held together by mutually assured destruction if one party tries to decouple completely.
The general decoupling from US tech you see has started after the general enshitification of major IT services from FFANG, not exclusively due to Trump, and not exclusively to US, Spotify is also seeing a lot of backlash.
>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?
The EU(Germany, Spain and France) can't unite to build a next gen fighter jet together, can't decide how to tackle illegal mass migration, can't decide a sane energy policy that isn't hypocritical or anti-industry, or on a single direction on defeating Russia. A EUV Manhattan project is the least of their issues right now which moves the balance of power in the US court for the moment until EU members figure out how to work together.
> can't decide how to tackle illegal mass migration
the mass migration caused by american wars in the middle east you mean? Also, frontex seems to be working fine so far.
>on a single direction on defeating Russia
unlike the US, which has stopped all military aid to ukraine in 2025, and seems to be favouring russia more and more.
Lets not forget, europe is increasing its military en masse mainly because on one hand you have the russian flattening ukraine, and on other hand you have the US demanding greenland.
Who needs further enemies with friends like this?
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