Too little and too late. Draconian measures are necessary to push automakers into compliance and to push consumers to buy. It's expensive unless we want to sell out to China completely, but necessary and in the end, affordable.
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sell out to China completely
Sell what each region is best at. Mutual benefits. Crazy idea right?
In 50 years there will be literally nothing left that China doesn't do better than the west, it would be better to build trust and commerce now than attempt to delay it with artificial borders (tariffs, export bans, &c.), we're just delaying the inevitable and making a (commercial) enemy for no reason
> ASML Holding N.V. (commonly shortened to ASML, originally standing for Advanced Semiconductor Materials Lithography) is a Dutch multinational corporation
This is not at all obvious or inevitable. The exact same concerns where voiced when much of the electronics industry moved to Japan 30 years ago, but "Japan doing everything better than the west" never really happened.
China is facing the exact same challenges that made US, EU, Japanese and Korean industry stumble before: Your own success raises wages and living standards, which inevitably decreases competitiveness. China still has a lot of catching up to do (in living standards/median income) and despite that it already struggles in some sectors to compete with countries like Vietnam or Indonesia.
EU tried that with Russia, then we were dependent on oil/gas, and somehow the dictatorial regime fscked us on Ukraine, and now all of us are wasting so much more time and money.
Everybody already knows China is going to invade Taiwan. The global chip market is not going to like that, and this will happen only because we played the good guy with a dictator.
And then all of this will be retroactively be seen as aiding and collaborating with evil, again.
"Curse your sudden and inevitable betrayal", again and again.
The German economy can not survive that. There is no "mutual benefit" when what you are doing is an existential risk to the other side.
Then why are they not doing it? Isn't it in the national interest? Why not create a US company that makes EUV machines like ASML does? Why is there only one company in the world capable of doing it if they are "just steppers"?
btw what is used now in EUV machines are step and scan scanners and ASML builds the whole EUV scanner system (stages, metrology, controls, system integration). Scanners replaced steppers for leading edge nodes.
Oh and Cymer is owned by ASML from 2013, so it’s ASML's own US light source business working with TRUMPF (Germany) for the CO2 drive lasers.
I can't immediately find reference to them licensing from Sandia, although I do see a mention of a collaboration with LLNL.
How'd you work this out and can you link a resource or publication?
TSMC (taiwan) is the only company that has reached the latest and greatest chips tech. Apple gets their chips from Taiwan only. AMD. Intel. Everyone.
Taiwan does not let TSMC export the latest tech, exactly because they would lose USA protection.
...basically it's a 160B$ industry with something like 70% of the global output, as per last year data.
Now imagine Taiwan blowing up the industry to prevent China from controlling it, or China destroying the industry to crash the global economy, weaken the USA protection and come back a few years later.
China will not be affected much by the sudden non-existence of Taiwan Chip industry. They produce everything internally. The rest of the world would be thrown 5+ years back in terms of tech, and I don't even want to know how much it will take to ramp up older production elsewhere.
Remember the problems caused by Covid, where the car industry had problems getting chips? That was a mere shift in who gets the chips first, the production was still there.
70% less global chip production? Buy a cars/computers/whatever as soon as China invades, it's going to last you for a while.
While you're at it, you can also imagine an alien invasion. You would have to be out of your mind to destroy your country's economy on purpose this way. Did Hong Kong destroy its financial sector when it was politically overtaken by China? China depends on the global economy, it needs to avoid any crash because it is an exporting country. This argument is so irrational that I really don't know where people are getting it from. This is a total misunderstanding of Asia in general, Taiwan, Chinese culture, economy and geopolitics.
> China will not be affected much by the sudden non-existence of Taiwan Chip industry. They produce everything internally.
Of course they will! In 2024 China imported $385 billion worth of integrated circuits.
Because ASMR is doing fine by keeping its stuff out of the hands of the Chinese Communist Party.
Operating on US soil, in US jurisdiction under US laws.
They had a stepper manufacturer, Silicon Valley Group (SVG), and ASML bought it, that's how ASML got the EUV license from the US.
I never said that.
What I meant was that once ASML acquired SVG, it also become a US-based operation, which gave them the leverage over Canon and Nikon when acquiring a EUV license from the US gov as it was now also a US company, not just a Dutch one.
That the Netherlands adds 500 jobs making EUV machines is a tiny consolation for mass unemployment in Germany, Italy, the Czech Republic, Hungary and France with millions of jobs lost.
Again, free trade is an insane idea when the proposition of one side is an existential threat to the other side.
Reading your first comment in full, it seems like you actually did, at least that's the impression I got from the wording you used. Then you toned it down and didn’t address the other arguments.
What I meant is that simply giving a license to company Y is not the same as being capable of producing the EUV machines that ASML produces. It's similar to TSMC, anyone can buy an ASML machine, but there is only one TSMC, because it's not just about the machine and not just about the light source.
It goes both ways as well. German cars are already suffering in China as tariff retaliation.
China is facing the exact same challenges that made US, EU, Japanese and Korean industry stumble before: Your own success raises wages and living standards, which inevitably decreases competitiveness. China still has a lot of catching up to do (in living standards/median income) and despite that it already struggles in some sectors to compete with countries like Vietnam or Indonesia.
Certainly the preferable alternative.