Comment by defrost

6 days ago

> what is the EU frontier chip fabs?

Where are the US or Chinese equivalents or betters of ASML of the Netherlands?

ASML had $30 bil revenue in 2025

it's main client, TSMC had 4x, $120 bil revenue in 2024

the Chinese equivalents are 5 years away

sounds like VW from 10 years ago - "Chinese can't make quality cars"