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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?

1 comment

defrost

Reply

nok22kon  6 days ago

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"

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