As usual the Dutch government is sleeping, as they run home at 3 PM on their bicycles. This is a tech revolution with 2 to 3 trillion Capex, and the US government is coming for ASML. And quick.
This is the first salvo. Next, some of the dependencies of ASML, will start being blocked, and they will have the same pressure put on TSMC to make ASML have a presence in the USA. Then next, the US Administration will take a stake on it, for national security reasons only...
As usual the Dutch government is sleeping, as they run home at 3 PM on their bicycles. This is a tech revolution with 2 to 3 trillion Capex, and the US government is coming for ASML. And quick.
This is the first salvo. Next, some of the dependencies of ASML, will start being blocked, and they will have the same pressure put on TSMC to make ASML have a presence in the USA. Then next, the US Administration will take a stake on it, for national security reasons only...