Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.
I think the extreme cost and risk to enter the business is the key issue.
ASML, a $300B Dutch firm, makes the machines that make semiconductors
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Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#12Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#13Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#14Shame seeing Twitter going the way of pinterest. I’ll assume the rest of the thread is just as informative.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#15Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.
That, and upfront investment costs. Very few companies have a few spare billion to pour into setting up the infrastructure, plus deal with resource deals, regulations, politics etc.. I'm pretty sure that a lot of countries would prefer to be a bit more independent on the semiconductor side, but getting up and running is hard. > It looks like patents are actively preventing new companies in the semiconductor business.…
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#16Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#17Earlier quoted context omitted.
Sounds like something governments could help with.
Indeed. Only time that happened was in East Germany and it didn’t work out too good.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#18Shame seeing Twitter going the way of pinterest. I’ll assume the rest of the thread is just as informative.
Same with Pinterest in image search or Instagram.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#19Seems like quite a risk to only have one company provide these machines. Semiconductor companies seem to follow the same trend, the major contributing factor seems to be the patent portfolio needed to secure cross-licensing deals. It looks like patents are actively preventing new companies in the semiconductor business.
I can’t find it, but I’ve seen people extrapolate that to compute when there would be room for only one fab in the world. Seems we’re there for one part of a fab.
Re: ASML, a $300B Dutch firm, makes the machines that make semiconductors
#20Twitter accounts basically de facto require a phone number, or they get suspended.