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benterixtoday at 10:03 AM1 replyview on HN

> The EU pouring even more billions in this would just have meant pouring billions on US tech.

Which is crazy given that ASML is European.


Replies

simgttoday at 3:46 PM

So is Zeiss, and probably a lot of others in TSMC's supply chain. It still looks like the bulk of the money is made by companies higher in the stack like NVidia and AWS.