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ASML says it sold 'absolutely nothing' in Europe in 2026

402 points · 900 comments · MC995

  1. petcat · · focus · HN ↗
    > Another concern is that even advanced silicon produced in Ireland or at ESMC is then shipped to other regions for packaging, meaning that European companies have largely lost their ability to produce sophisticated chips entirely in Europe. In turn, this means that, for now, there is hardly any strategic point for European authorities to create demand for chips that are 'Made in Europe' because they are either not assembled in Europe, not produced in Europe, or not developed in Europe. We have no idea whether this is eventually going to change, but there are currently no signs that it will.

    This is just such a dire situation to be in. Even USA has seen the writing on the wall regarding China-Taiwan which is why it has been strategically re-homing all the most advanced chip fab technology to Arizona [1].

    [1] <a href="https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;TSMC_Arizona" rel="nofollow">https:&#x2F;&#x2F;en.wikipedia.org&#x2F;wiki&#x2F;TSMC_Arizona

    1. cameldrv · · focus · HN ↗
      They can create demand for &quot;Made in Europe&quot; semiconductors that aren&#x27;t packaged there, and then they can create demand for &quot;Made in Europe&quot; semiconductors that are packaged there and try to get a packaging plant to open up.

      If you have a two step problem, the strategy of &quot;I can&#x27;t do two things at the same time so I&#x27;ll just give up&quot;, is not a good one.

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