[somethoughts]

AMAT (Applied Materials) would be company representing the US in this space.

AMAT and ASML sell mostly complimentary semiconductor equipment to TSMC/Intel/Samsung (semiconductor manufacturers/fabs)

[ShuffleBoard]

Neither AMAT nor ASML sell complimentary equipment. They sell vituperative, emotionally eviscerating, angry-at-the-world equipment.

Now I think their product lines complement each other nicely on a fab floor.

[iruoy]

I wouldn't call ASML's products complimentary. They are the only machines capable of EUV lithography. Without EUV, nodes smaller than 7nm wouldn't be possible. But even before EUV they were the leading manufacturer of lithography machines. They deliver to all the big players like TSMC, Samsung and Intel.

They are so important/valuable that the US government is negotiating with the Dutch government to ban ASML from selling EUV machines to China.

[nwiswell]

They're complimentary products because lithography isn't useful if you don't have Etch, CVD, PVD, ALD, CMP, Implant, etc.

[cma]

They were already able to ban, because ASML's EUV effort partly came out of a DARPA/US-industry consortium (EUV LLC from the 1990s).

[terafo]

They are negotiating DUV ban. EUV is banned for years now.

[m00dy]

I remember bridgewater shorted ASML for big positions for no reason and then the news broke out that US government banned ASML from selling some stuff to China.