[renewiltord]

An alternative manufacturer, but not a supplier, no.

The US exerts sufficient control over ASML that this will not happen without NATO ending. And the end of NATO (which would be a geopolitical shift more profound than the Fall of the Berlin Wall) and a replacement with some Chinese EUV light source risks the scuttling of all ASML facilities and devices. This is vapor above a coffee cup.

[saubeidl]

The scenario I'm imagining is in fact the US further destabilizing NATO, in which case Europe wouldn't feel bound by any of the agreements we've made with Americans. Failing that, I don't think any of what was said above is relevant.