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joe_mambayesterday at 7:43 PM4 repliesview on HN

Please don't move the goalposts. What computer parts does ASML or NXP make?

ASML only makes the lithography machines, 85% of which go outside the EU (let that sink in). And then fabs in Taiwan, Korea or the US use those ASML machines to etch US IP for computer chips. EU doesn't make any computer parts domestically.

And NXP mostly makes various microcontrollers and small chips, not high margin IP decenter centric parts like ASICS, FPGAs, CPUs or GPUs.

So not only are you the ignorant one here, but you also have the audacity to insult others with so much confidence.

@dwa3592 below. Firstly, why are you moving the goalposts in bad faith again just to stir an argument? What does that have to do with my original comment?

And secondly, there's other lithography machines out there, not just ASML.

And thirdly, the IP Nvidia, AMD, etc develop to etch on silicone via ASML machines makes them more valuable than ASML.

Fourthly, repeating my "let that sink in" phrase is just childish and low-IQ trolling, unworthy of this platform.


Replies

dwa3592yesterday at 7:52 PM

>>ASML only makes the lithography machines

Woah! only lithography machines???? it is literally impossible to make any device capable of running anything close to AI without ASML. Let that sink in.

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hdaz0017yesterday at 8:40 PM

The World's Most Important Machine ;)

https://www.youtube.com/watch?v=MiUHjLxm3V0

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RetroTechieyesterday at 11:08 PM

In a recent podcast, it was summarized as:

ASM (International) makes machines that add material to a silicon wafer (deposition).

ASML makes machines that remove material from said wafers (lithography, etching)

(I was a bit surprised that's not combined in 1 machine. But let's move on)

Then Besi makes machines to stack / interconnect / package those ICs into a package. I'm assuming pick & place machines are other companies' turf.

The above are all Dutch companies, operating a pretty important section of the tech stack.

Iirc there were (& probably still are) some IC fabs in Europe, but mostly older nodes (like useful for microcontrollers used by car manufacturers. Wikipedia has a list). So for SOTA smartphone SoCs it's off to Taiwan (TSMC), South Korea (Samsung) or China (who makes everything, including smartphones & the chips going in there).

So as far as EU goes, the capabilities are mostly there. Skilled workforce? Check. Money? This is a rich continent.

What's missing is the guts to say "hey, let's dump €100B into this & make ourselves some laptop & server CPUs!".

But now the important thing: several of such initiatives are starting to bear fruit, and b) confidence that EU can do such things, is growing.

As for bureaucracy / red tape... sigh... (won't be fixed any time soon)

feryesterday at 8:15 PM

>ASML only makes the shovel making machines