A look at Dutch company ASML, the global leader in $150M+ EUV chip making machines, which are used by firms like TSMC and are subject to export bans to China
A $150 million chip-making tool from a Dutch company has become a lever in the U.S.-Chinese struggle. It also shows how entrenched the global supply chain is.
EUV (13.5nm) based litho tool (from ASML) is not needed up to 10nm, even 7nm ‘can be managed’ (with SAQP using 193i litho). India can start with ~65nm, then 20s.. then think 10s or sub-10nm. But some are confused that lack of EUV is causing no #FabInIndia https://www.nytimes.com/…
The 21st Century equivalent of “correlation of forces.” Of course ships and aircraft and nuclear weapons still matter, but advanced microchips are the rocket fuel for those systems/platforms and that is where China faces a major disadvantage. Good read. https://www.nytimes.com/..…
“A massive machine sold by a Dutch company has emerged as a key lever for policymakers — and illustrates how any country's hopes of building a completely self-sufficient supply chain in semiconductor technology are unrealistic.” https://twitter.com/...