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Comment by amelius

13 hours ago

And what is TSMC in this analogy?

A platform: aka the foundation under the bank.

The material cement that allows chips to exist above it.

And the platform is made of time: ours.

  • ASML is the foundation. Without them, none of this would exist.

    • I think we can go even further and say that IBM, Zeiss, several Japanese companies, and even the US Department of Energy are the actual foundation since ASML is largely just an integrator of many different technologies they license from elsewhere.

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