‹ BackHN Continuity

Thread

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

402 points · 900 comments · MC995

  1. ramshanker · · focus · HN ↗
    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.
    1. roenxi · · focus · HN ↗
      It's is heartening looking at a country like India and thinking that it only seems to be a little behind China on the same trajectory. The little flashes of news as they start settling in to more interesting and high tech industries. Whatever good or evil comes out of their growing geopolitical power at least that is another billion people with a clear enough path to wealth and prosperity.
      1. rayiner · · focus · HN ↗
        India is more than a little behind China. Which is depressing, considering that the two countries were equal in GDP per capita as recently as 1990: <a href="https:&#x2F;&#x2F;m.thewire.in&#x2F;article&#x2F;economy&#x2F;from-1960-to-1990-india-and-china-were-at-par-how-did-it-then-overtake-us" rel="nofollow">https:&#x2F;&#x2F;m.thewire.in&#x2F;article&#x2F;economy&#x2F;from-1960-to-1990-india...
        1. pixelatedindex · · focus · HN ↗
          They kinda did that to themselves, but it&#x27;s slowly changing. My partner&#x27;s iPhone 16 is made in India. They really do lack waste management infrastructure though, and it&#x27;s pretty crucial for this type of manufacturing. They should also borrow the regional concentration of industries that China has done, it really does make things more efficient.
          1. roenxi · · focus · HN ↗
            [delayed]
            1. thenthenthen · · focus · HN ↗
              This happens ‘naturally’ but in China’s case I would say the majority is planned, see Shenzhen were 90%(?) of the worlds electronics are coming from. The basically send the engineering corps there, flattened the land with explosives and build a special economic zone.
              1. roenxi · · focus · HN ↗
                [delayed]
                1. thenthenthen · · focus · HN ↗
                  Its a pretty complex topic. There are some hints in the book Extrastatecraft by Keller Easterling, also the Great Leap Forward by Rem Koolhaas and a dozen more urbanism books. But these only highlight specific aspects, of which there are still many to be talked about.
                  1. thenthenthen · · focus · HN ↗
                    The success is also not equally distributed. Living in factory campusses is very brutal etc.
Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.