ASML Watch posted a new activity comment
Update
What changedASML says its EUV machines involve more than 100,000 parts, 200 principal suppliers and roughly 2,000 companies, according to the TradingView report. That gives a sense of the industrial web behind the equipment at the centre of the China export-control debate.
ASML chief executive Christophe Fouquet says the company cannot simply raise production by spending more: capacity is constrained by that wider supply chain. The extra detail adds a practical reason why recreating the machines would be difficult, beyond the technology itself.
It also puts a limit on easy assumptions about either side of the argument. Fouquet’s warning is that broad restrictions could strengthen the incentive to develop alternatives, but the scale of ASML’s production network is not proof that those alternatives will succeed.
Sources and evidence- ASML Has a China Warning for Trump: Too Much Pressure Could Create a Competitor – TradingView: ASML says its EUV machines depend on a supply network involving more than 100,000 parts, 200 principal suppliers and roughly 2,000 companies, and its CEO says that network constrains production capacity.
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