[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.