1- ASML as a company don't do sanctions, they obey sanctions impose by governments.If ASML sanctions China, then China will copy ASML. ASML will lose market all over the world because China makes EUV at much lower price than Netherlands can.
Manufacturing in China is not new for ASML, they do metrology systems in Beijing and Computaional lithography in Shenzen but making full scanners in China would be a very hypothetical scenario, is fair to say that the Americans will not be very happy at all, ASML will be walking on a minefield and has to be 100% sure that no one that has ever worked in the US with an export control clearance even dream about ASML in China.
If the domestic private sector cannot be relief upon to ensure that a major national vulnerability is eliminated, the state has to overcome that vulnerability by directly producing the product for which the nation is vulnerable and obviously, it must be of quality that is comparable to those of external suppliers.I don't think I agree with how you frame this. Suppose that US toolmakers were able to convince their government to resume full sales to China, would that be a good thing? I'd argue that it would be a very bad thing since it would allow Chinese semiconductor fabs to fall back into their addiction.
As much as I dislike to admit it, the most effective part of Chinese industrial policy has been US export controls. The Chinese government could have issued policy after policy and intervened until it was blue in the face, but if better technology was available from the US then China would never develop its own. The export controls force the whole of the Chinese semiconductor ecosystem to work together to address their common vulnerabilities and shortcomings.
Why would they buy ASML EUV when cheaper Chinese EUV available? ASML would not be able to compete if Netherlands sanctions China. Sooner or later they will hit the physical limit of transistor size. They cannot get smaller than a silicon atom. Sooner or later China will catch up. ASML is on borrowed time with our without Chinese sanctions. ASML might as well sell as many EUV as possible before Chinese start selling EUV, at which point ASML will be bankrupt.
Bro IF the Chinese EUVL will used SSMB as light source which they will, then it's impossible. IF they're able to export it to Taiwan and SK using LPP then you gain allies, the more company use your equipment the more capable it become with technical feedback from major FAB operators. That's what ASML is afraid of, breaking their monopolistic hold on pricing and a major relief for the FAB makers even Intel will welcome it...lolChina will no need to export to any country their EUV coz probably, there will eventually be a country that will make all chips: China.
Bro IF the Chinese EUVL will used SSMB as light source which they will, then it's impossible. IF they're able to export it to Taiwan and SK using LPP then you gain allies, the more company use your equipment the more capable it become with technical feedback from major FAB operators. That's what ASML is afraid of, breaking their monopolistic hold on pricing and a major relief for the FAB makers even Intel will welcome it...lol
Yup and what symbolism it create, a Chinese company that fought back, survive and thrive against all odd battling a superpower...lol That is a definition of what a hero should be.This EUV from Huawei is going to change the world brother.
The only thing that is certain, is that China will gain more power.
After that, it is a great unknown.
No controls the battlefield.
Other players in the other countries, just watching this helplessly.
Fitting that Huawei will get it started by sticking the knife it. Like how they do it in prison.