The real problem with this theory is that EUV isn't a product with a capturable bottleneck. It's more like a standing wave of institutional knowledge distributed across organizations that have been co-developing at picometer tolerances for 30 years. TRUMPF's leadership described the arrangement as a "virtually merged company" with open books across all three firms. That kind of integration knowledge doesn't transfer via acquisition. China has been throwing enormous resources at this with access to published research and former ASML engineers, and their prototype still isn’t expected to produce working chips until 2028-2030. Saying the US could grab Cymer and start producing EUV machines is like seizing a transmission plant and calling yourself a car manufacturer.
It's a bargaining chip that this administration will undoubtedly use to make sure that US access to ASML lithography machines remains undisturbed.
Similar to TRUMPF lasers and Zeiss optics, other companies from US and Japan like Coherent and Canon could have a crack at replicating the laser and mirrors given enough IP and resources if the US really wanted to decouple from ASML, since they're still man made objects, not magic things given by gods.
US is the richest country in the world and the second biggest manufacturer after China. Do you think the country that built the SR-72 and other sci-fi shit wouldn't be able to make a EUV lithography machine in house if they were to treat it like a Manhattan project instead of a side hustle?
this exact same logic applies the other way, though... unless Cymer is selling magic objects given by gods?
>Do you think the country that built the SR-72 and other sci-fi shit wouldn't be able to make a EUV lithography machine in house if they were to treat it like a Manhattan project instead of a side hustle?
do you think that ASML (or TRUMPF or whatever non-US entity) would be unable to make the EUV light source in house if they were to treat it like a Manhattan project instead of a side hustle?
It's a gentlemen's agreement that will be held together by mutually assured destruction if one party tries to decouple completely.
The general decoupling from US tech you see has started after the general enshitification of major IT services from FFANG, not exclusively due to Trump, and not exclusively to US, Spotify is also seeing a lot of backlash.
>do you think that ASML (or TRUMPF or whatever non-US entity) would be unable to make the EUV light source in house if they were to treat it like a Manhattan project instead of a side hustle?
The EU(Germany, Spain and France) can't unite to build a next gen fighter jet together, can't decide how to tackle illegal mass migration, can't decide a sane energy policy that isn't hypocritical or anti-industry, or on a single direction on defeating Russia. A EUV Manhattan project is the least of their issues right now which moves the balance of power in the US court for the moment until EU members figure out how to work together.
the mass migration caused by american wars in the middle east you mean? Also, frontex seems to be working fine so far.
>on a single direction on defeating Russia
unlike the US, which has stopped all military aid to ukraine in 2025, and seems to be favouring russia more and more.
Lets not forget, europe is increasing its military en masse mainly because on one hand you have the russian flattening ukraine, and on other hand you have the US demanding greenland.
Who needs further enemies with friends like this?
Nobody forced the EU to open its borders. It's their job to defend their borders from intruders, foreign especially military aged males with no visa, instead of acting as a global charity with their taxpayers' money then wonder why the far right is booming and arrest them for hate speech.
>unlike the US, which has stopped all military aid to ukraine in 2025
This is news to me that doesn't math what Google returns. Care to back that up?
>and on other hand you have the US demanding greenland
That's bad indeed on the US, but EU can't even defend Ukraine from Russia, a broke-ass country, do you think they would have gone to war with the US over Greenland? The US can do this because the EE can't do anything.
And good luck with fighting all of NATO in a conventional war. According to Trump US is such losers they even lost in Afghanistan against the Talibans. And now you wanna fight rest of NATO (that has more soldiers than US).