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by r00fus 1633 days ago
It almost sounds like there should be states funding creation of a competitor simply to prevent the "fire impacts entire global industry" kind of news we're seeing today.
3 comments

ASML has 16 locations around the globe so while it will have some impact, it could be a lot worse.

https://www.asml.com/en/company/about-asml/locations

Not every location does the same thing though. ASML has bought other companies that were key suppliers to them. Like Berliner Glas Group in 2020 which is located in Berlin and is where the accident happened. No other location of ASML will be able to compensate for production losses there.
a competitor won't be enough, the whole supply chain is made by companies which are single point of failure (the reason why europe can't afford to say "ASML only sell your machines to EU fabs" is that one of the key ASML supplies is US.. and without them no machines...).
Well China is trying are they not? We will probably have to wait another 5-15 years to see the results...