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ASML currently sells no chipmaking machines in Europe, executive says

43 pointsby 2d agonltimes.nl
17 comments
2d agoHN ↗

So far, however, the law has done little to spur the construction of new semiconductor factories in Europe. The European Court of Auditors concluded last year that the EU is unlikely to achieve its goal of doubling Europe’s share of the global chip market by 2030.

They should make another law and probably a few more commissions of auditors.

2d agoHN ↗

Untrue. TSMC is just building a state of the art chip factory in Dresden, and they are certainly using ASML.

2d agoHN ↗

Uh, so they are lying to us constantly. First the said the new BOSCH fab in Dresden is for AI, with 28nm - ha!

37m agoHN ↗

Bosch never said that though, the "AI" stuff was about the production methods used in the fab (along with a couple other buzzwords), it was never claimed that the fab produces chips "for AI". Instead these are fairly simple controllers for the automotive industry.

19m agoHN ↗

Can you share any official communication where somebody claimed this fab was for AI?

It was pretty clear that this fab - much like the other Bosch facilities - is going to be for automotive and industry ICs, not for high end node sizes in CPUs or GPUs.

33m agoHN ↗

The fab itself can still be "state of the art" even when the product isn't (Germany needs chips for its industry, not for gaming PCs or AI data centers).

3m agoHN ↗

We actually need both. Part of the industry certainly needs “PC chips”

19m agoHN ↗

Are you talking about Intel? That's the 7nm class and I've never seen anything about plans for the 20A/2nm generation at that fab.

16m agoHN ↗

They are not cracking EUV, they are finding ways that actually scale. Chips can be much cheaper than they are currently. I mean yes, obviously we cannot be confident ntil it happens, but they are already making 5nm with DUV.

When China leads chip making the rest of the world is just vasal states.

16m agoHN ↗

Happy to hear India got mentioned by the same executive during that conversation. We are just started buying from them. I went to Semicon India 2026, held in delhi last week. The energy was amazing. Really pleasant. all big names including ASML.

12m agoHN ↗

Oh, the EU economy is collapsing? I thought that was common knowledge.

5m agoHN ↗

No? If that’s common knowledge that’s a common lie. It’s not really growing much but there is no collapse occurring. And if you look more specifically at countries some are growing rapidly

9m agoHN ↗

Microchips? We don't do that in Europe. We need to invest on sending boomers on cruise ships and importing more Africans. With enough extra debt and directives it will work itself out. Probably.