This framing gets the supply chain backwards. Cymer makes the source vessel, the part that generates tin droplets and converts them to plasma. But the laser that actually powers that process is a 17-ton, 40kW CO2 beast with 457,000 parts, built exclusively by TRUMPF in Germany. And the optics, mirrors smooth to tens of picometers that literally no one else on Earth can make, come from Carl Zeiss, also German, organized as a foundation that no foreign government can force into a sale. ASML only manufactures about 15% of an EUV machine's components. The rest comes from roughly 1200 suppliers concentrated in Germany and the Netherlands. Seizing Cymer gets you one subsystem with no laser to drive it and no optics to focus it.
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.
Yes, we all know that ASML is a multi-national effort, with critical technology components provided by several countries. The point is that the EUV light source is one of the critical technology components and it has not been replicated anywhere else (so far, see xLight founded by Dept. of Energy engineers and funded by the US gov).
It's a bargaining chip that this administration will undoubtedly use to make sure that US access to ASML lithography machines remains undisturbed.
You're missing the point. Nobody will take back anything since that hurts everyone, but if the US wanted they could license EUV tech to Nikon or Canon and give ASML a huge PITA of refreshed competition.
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?
>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.
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?
I agree with you, but that was my point exactly. No party holds all the cards to dictate the rules of the game like people bullish on ASML thought that they're somehow untouchable. They're untouchable because the US allows them to be because they play ball with the US admin and push back against rules they don't like from the Dutch government.
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.
> can't decide how to tackle illegal mass migration
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.
>the mass migration caused by american wars in the middle east you mean?
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.
EU does not have Open Borders anymore than Trump has open borders in US.
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).
Tried this with Claude models, ChatGPT models and Gemini models. Haiku and Sonnet failed almost every time, as did ChatGPT models. Gemini succeeded with reasoning, but used Google Maps tool calls without reasoning (lol). 50% success rate still.
The only model that consistently answers it correctly is Opus 4.6
You don’t need a third party, or anybodies permission, nobody can censor you or block your transactions, you don’t need a bank account with everything that entails. The barrier of entry is the same as creating an SSH keypair. It works globally, fast, cheap. You do not need to trust anybody, all the code is open and the ledger is cryptographically verifiable by anyone. There are lots of advantages.
In this scenario, the repo owner can just merge the patch but still refuse to pay back the shitcoin. With escrow, the escrow entity would act as an arbiter
But it's incredibly incapable compared to SOTA models. OP wants high quality output but doesn't need it fast. Your suggestion would mean slow AND low quality output.
Opus 4.5 starts being lazy and stupid at around the 50% context mark in my opinion, which makes me skeptical that this 1M context mode can produce good output. But I'll probably try it out and see
I've seen some issues with garbage tokens (seemed to come from a completely different session, mentioned code I've never seen before, repeated lines over and over) during high load, suspect anthropic have some threading bugs or race conditions in their caching/inference code that only happen during very high load
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.
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