[srmanuel]

It’s not just the ASML that desperately needs competition, they are just one part of the problem, we need competition in companies that take the chip making machines and turn them into actual chips.

Right now, basically they’re 3 companies in the world that make advanced semiconductors, Taiwan Semiconductor, Samsung in Korea, and Intel here in the USA.

You have to think eventually China will develop their own internal supply chain of Semiconductors; the USA desperately needs to establish their own internal supply chain.

[SmokingJoe]

“Right now, basically they're 3 companies in the world that make advanced semiconductors, Taiwan Semiconductor, Samsung in Korea, and Intel here in the USA.”

Musk is busy building a massive $129 Billion Terafab in Grimes County Texas as we speak, by far the world's biggest chip fab.

[miniTAX]

“You have to think eventually China will develop their own internal supply chain of Semiconductors; the USA desperately needs to establish their own internal supply chain.”

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China has already everything to produce its own semiconductor and it has been doing it for years to serve the massive consumer market. It can market 20 cents 32 bit RISC microcontrollers to kill all competitors. Even at the higher end, the Chinese have foundries that can produce “indigenous” (ie blundered from Western and Japanese licenses) 10 nm class transistors wafers, qualified as advanced semiconductor some moons ago.

The biggest producer of GaN, a strategic power semiconductor that is becoming a must for anything power supplies, is now Chinese. Not a trivial dominance.

[Merrick]

AMSL was never the issue. They’d gladly sell more equipment if someone would but it.