Comment by Tade0
15 hours ago
Don't make me tap the sign that says "ASML".
Difference between Europe and the others is that it doesn't brag nearly as much.
15 hours ago
Don't make me tap the sign that says "ASML".
Difference between Europe and the others is that it doesn't brag nearly as much.
Even the EU thought the “EU Chips Act” was a failure which is why they are trying to re-invent it after spending billions https://www.theguardian.com/business/2025/apr/28/eu-microchi...
I don’t think the goal there was to sit around praising past accomplishments. You always have to keep building.
And that’s about it..
In relative terms there is no innovation happening outside of that and some other smaller companies providing highly specialized components that are a part of the supply chain.
There isn’t just much if anything to brag about. ASML is great but it’s effectively a monopoly (for the time being) due to a large extent some correct historical choices.
ASML doesn't make chips.
Nobody makes state of the art chips without ASML
If you believe Huawei’s marketing, they are doing quite well on their Ascend series with DUV.
CXMT is making truly impressive inroads on what is currently a very Large addressable market using DUV.
ASML doesn't make state-of-the-art machines without Cymer. What is your point?