US reportedly pushed ASML to cancel chipmaking kit for China early Washington reportedly pressed chipmaking equipment giant ASML to cancel some deliveries to China ahead of updated restrictions coming into force, but the company itself is declining to confirm if this is the case. The Dutch manufacturer is caught up in the "chip wars" between the US and China, as it makes some of the most …
ASML uses parts sourced from companies all over the world to make their equipment, and the US could theoretically sanction those companies and prevent them from making deliveries to TSMC - which would stop TSMC from making ALL deliveries and not just those to China.
So whether or not you believe trying to delay China's progress in the semi industry is a good or bad thing, it isn't a situation where the US is pushing around a completely independent EU company that has no reliance on US technology to make its products.
ASML uses parts sourced from companies all over the world [...] stop TSMC from making ALL deliveries and not just those to China
let's assume that you have mixed ASML with TSMC, what does that mean: that the only way to stop ASML to ship products containing US parts to – continental – China is to stop them shipping products anywhere in the world, including the island "China" that is Taiwan. Which would ruin the entire US economy based on Nvidia, Qualcomme, Apple, Facebook, AWS, Google, M$oft ... so no luck.
Which means that the only option remaining for the US is to bully their "partners ". Who suddenly realise that they're actually only "vassals ". Which some might resent as "negative emotions " towards the US nomenclatura and "might " not like that
No I have not mixed up TSMC and ASML. ASML's products which they sell to TSMC and which TSMC uses to make chips for pretty much every western company contain a lot of pieces made in the USA, as well as stuff made all over Europe, and in Japan. Probably pieces made in Taiwan too (and no, Taiwan is not "China" - just ask anyone from Taiwan)
This company and this nation have been so successful because they were allowed to operate inside the NATO+JP+SK+ANZAC domain. Because they adopted business and government methods from this domain. Because major corporations (from Apple to Bosch) from said domain trust them. So NATO was extremely generous to Taiwan and TSMC.
TSMC would be nothing without NATO-sourced machinery, materials, knowledge and high end services. For example, the mirrors from ZEISS build on more than 100 years of German optical engineering and science. It is generous to share this technology and we certainly do not do this with military foes.
https://de.wikipedia.org/wiki/Carl_Zeiss_(Unternehmen)#Carl_Zeiss_1846%E2%80%931945
A war in Taiwan would affect all of NATO+JP+SK+ANZAC. German Jäger planes have already been deployed to Japan(!) in order to reduce the japanese fear of the coming war. Likewise, German frigates have been sailing to Japan.
https://www.flugrevue.de/militaer/rapid-pacific-flug-aus-singapur-deutsche-eurofighter-erstmals-in-japan/
It is in the best interest of the Netherlands and the rest of said alliance to dial down the flow of technology to China. More technology -> more/better weapons -> more appetite for war.
Free trade has not reduced the likelihood of war, quite the opposite. America is merely coordinating what is in the best interest of the entire alliance and I think also in the best interest of the Chinese, who are led by warmongers at the moment.
The Dutch live under a common security umbrella and have enjoyed 70 years of peace. They can buy the latest weapons from all over NATO(e.g. F16 fighters or Leopard tanks). That is why they cooperate in defence export measures.
A war in Taiwan would affect them too, much worse than ASML export limits.
"ASML should tell the USA they aren't bound to follow US laws, and to stop telling them what to do, and how to operate their business."
Yeah, that'll work.
ASML's supply chain and systems integration is critically dependent on US companies. And suppliers who also fundamentally rely on US components/technology. If Uncle Sam stopped any of those companies exporting to ASML, ASML would be fucked. The Dutch government and ASML know this. Which explains why they won't pay any attention to your advice.
Besides that, ASML is doing just fine without needing to sell their EUV technology to China. As this article points out.
It is much more complicated. The Durch are part of NATO and support reasonable defence measures. ASML depends on suppliers from all over NATO(e.g. light sources and mirrors from TRUMPF and ZEISS) and friendly nations. Most importantly, ASML depends on common security, as provided by NATO and friends. Business only works as long as there is a secure environment.
The Chicoms have demonstrated very clearly that they are willing to wage an all-out war against Taiwan. That would cost many lives and disturb business 1000x more than these sanctions.
Doing global business at all cost(such as arming a dangerous tyranny) is a crazy idea which comes from the banker m4fia out of Canary Wharf and Wall Street.
So when you have them lined up around the block to buy your stuff with sometimes years long waits to get it. Just how is it supposed to reduce the cash coming in, is the parasite corporation somehow going to become some kind loving organization giving breaks on the price they charge for the waiting?? I do not see it happening in my lifetime.
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Not sure you've paid attention to the news last year but Winnie the Pooh keeps telling everyone (including Biden in SF) that he will not leave it to the next CCP leader to retake Taiwan (by force if necessary). I mean "liberate". Coincidentally he's also firing any general in the people's "liberation" army, any of his ministers, any of his CCP colleagues who caution that China will not prevail against the free world. So buckle up. Taiwan elections are just a few weeks away.
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