but ASML is in Europe - so they hold at least some critical part of the stack.
In theory yes. They've got a bargaining chip with TSMC. But it's unclear how much use that would be without a safe shipping route between Europe and Taiwan and/or a navy capable of maintaining such.
alt Hacker News
In theory yes. They've got a bargaining chip with TSMC. But it's unclear how much use that would be without a safe shipping route between Europe and Taiwan and/or a navy capable of maintaining such.