[throwup238]

EUV was developed with in a Cooperative Research and Development Agreement between the US Department of Energy, Intel, ASML, and so on - giving Congress control over who ASML sells the EUV technology to.

So yes, US companies do have a choice. They can lobby Congress to cut off TSMC from their main hardware and parts supplier entirely, crippling it altogether, except for their Arizona plant which is ripe for nationalization for natsec.

[mlsu]

It’s not as simple as just buying an ASML machine and make chips. Otherwise Intel would have already done that.

For the cutting edge stuff TSMC is a monopoly.

[throwup238]

TSMC certainly brings a lot to the table but if they were completely knocked out, it would just deprive the world of the top end of fab capacity for a while. On the other hand almost every fab in the world depends on ASML for parts and maintenance, even the old fabs on legacy nodes.

[JetSpiegel]

But most of those other fabs are in China! How does that help the US?

[rvba]

EU-based company can ignore USA same way USA ignores everyone else now.