Exactly. It takes tens of thousands of discrete pieces of technology from hundreds of companies in 30+ countries to put a fab together. If you are missing a piece, no fab for you. So yes, if you can manage to block some part of that chain, you can effectively block that fab from being built.
That argument makes more sense, but manufacturing is their strength. How many parts of ASML are actually done outside Asia? I don’t know honestly but as we manufacture most electronics and tools there, the only option to hide technology from China for US is working exclusively with Taiwan (Korea and Japan maybe but expensive) to make those.
That’s why Chinas manufacturing is being targeted too. Otherwise they will inevitably develop the process for bleeding edge in house chip fabrication. Technology is only a matter of time. The US is trying to stall any way they can.
Exactly. It takes tens of thousands of discrete pieces of technology from hundreds of companies in 30+ countries to put a fab together. If you are missing a piece, no fab for you. So yes, if you can manage to block some part of that chain, you can effectively block that fab from being built.
That argument makes more sense, but manufacturing is their strength. How many parts of ASML are actually done outside Asia? I don’t know honestly but as we manufacture most electronics and tools there, the only option to hide technology from China for US is working exclusively with Taiwan (Korea and Japan maybe but expensive) to make those.
That’s why Chinas manufacturing is being targeted too. Otherwise they will inevitably develop the process for bleeding edge in house chip fabrication. Technology is only a matter of time. The US is trying to stall any way they can.
A lot. Some of the most important ones are Netherlands and UK. They come from all over Europe, Asia, and North America.