[chvid]

ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.

[whp_wessel]

If Trump was European he would have long ago said “i only allow export of ASML machines if openai/nvidia/tsmc build 5gw urgently here in Europe with advanced nodes”. Fair if you ask me tbh

[joe_mamba]

Except China has fabs on smaller nodes than Europe, so why can't Europe?

[ekianjo]

Because they don't invest. It's always the same problem. Lack of capital directed in that field.

[joe_mamba]

Well there you go. The EU talks the big talk on "domestic sovereignty" but never puts their money where their mouth is, or when they do, it's breadcrumbs, just enough to keep it on life support, let alone to be in the top contenders.