> 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.
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.
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.