The Dutch company ASML, as basically the only company in the world that makes the lithography machines used to produce the most complex microchips, has again become a geopolitical pawn. The United States government is preparing to force the Netherlands to ban ASML from selling almost any chip-making machines to China, NU.nl reports.
I always see comments under posts like these with people proclaiming that ASML/europe should just ignore these demands or asking why the US could even make these in the first place but most people just hear about the companies/machines and don’t really understand the situation.
First ASML did not really become the sole provider of high end lithography because they were the absolute best or anything its just that they were the last one standing after decades of mergers and acquisitions consolidated the industry to just a single company. So even though they are incorporated in the netherlands and build the machines and do a lot of their work there they rely on lots of engineering work from around the world and very heavily from inside the US from companies that were merged into them.
More important than that though ASML is mostly an engineering/manufacturing company but before it gets to the point of designing and building these machines it requires years to decades of scientific research and the vast majority of that research is done in the US. In some cases it is US corporations like IBM and universities who do a lot of this but also the US government funds/performs a lot of this as well. So many of the early EUV patents are actually owned by the US government and licensed to ASML so going against the wishes of the US govt could risk being cut off from those patents. Even if you think they should just ignore the patents and build them anyway that would still cut them off from future research.
From the perspective of ASML even if they don’t like this they really don’t have a lot of choice but to do it and it probably does not have a huge short term effect on them financially anyway since they are already booked up for years in advance so they really only miss out on things like service contracts.
Great context. Though you should probably change all that talk of the US funding research to the past tense, or the in-freefall-collapse-as-budgets-are-slashed-and-political-goons-replace-science-advisors tense, which is rarely used but the current situation fits.
Yeah unfortunately a lot of this research was performed or funded by the dept of energy which currently doesn’t exist anymore. Luckily though since these types of patents generate a good amount of money I haven’t really seen as much a of significant scale back in it from universities like some other fields, at least from people I know who do this sort of work. They are mostly keeping all the people doing it on and just scaling back on new equipment and buildings and things like that. Talking with people they are mostly just biding their time until the next election as most of this was done as executive orders so it can be undone the same way even if it takes years to rebuild. It does just suck that one of the two major political parties decided to make anti-intelligence and anti-science their main personality though it remains to be seen whether it stays that way once their dear leader is gone from power and given his health hopefully gone from the living world.
Yes, biding time and running a pincher strategy of sending out some people to kiss the ring and sending significantly more to the watch groups, industry partners, and courts. Though we’ve also lost as many people to foreign institutions in the last two years as in the previous twenty.
The GOP courted the anti-intellectual vote because their ideology no longer had popular support. It was a deal with the devil and now the devil has come to collect. It’s unlikely they can wind back that deal. The only hope is that more voters wake up and start to understand the impacts of putting morons in charge.