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ASML reports fire at its Berlin factory

reuters.com

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Re: ASML reports fire at its Berlin factory

#5
post #2

As a single source supplier for the global semiconductor supply chain this is concerning. Is impacting the semi supply chain the hot, new weapon of the US-China tech cold war?

Hurting ASML serves neither side - and that's true for most third parties who want nothing to do with that stupidity.

But since it is stupidity and given the track record of the countries involved, I wouldn't completely rule out that someone might pull a stunt like this.

Re: ASML reports fire at its Berlin factory

#7
post #6

Quoted post unavailable.

You seem to have some knowledge that we do not. Care to share your source of information?

Not that weird:

"Since the US-China trade and technology confrontation spilled into public view in 2017, most of the attention has centered on trade conflict and the US campaign against Huawei, China's 5G leader and its most important global technology company. But recent US actions involving semiconductors present a more fundamental problem for China. Efforts to cut off the supply of cutting-edge semiconductors to Huawei and to encourage the construction of advanced chip factories on US soil have drawn the semiconductor industry into the US-China technology cold war, raising the stakes in the countries' trade and technology conflict." [1]

[1] https://www.eurasiagroup.net/live-post/geopolitics-semicondu...

Re: ASML reports fire at its Berlin factory

#8
Google Streetview of the location: https://www.google.com/maps/@52.4504667,13.4327515,3a,75y,22...

It's as close as one can get, with about 200m missing because, I guess, the driver decided nobody would care about the rest of this godforsaken industrial area. Or they got a call at exactly that moment that Google would stop gathering photos to spite the criticism of data protection advocates that was annoying them at the time.

Re: ASML reports fire at its Berlin factory

#10
post #5
post #2

As a single source supplier for the global semiconductor supply chain this is concerning. Is impacting the semi supply chain the hot, new weapon of the US-China tech cold war?

Hurting ASML serves neither side - and that's true for most third parties who want nothing to do with that stupidity. But since it is stupidity and given the track record of the countries involved, I wouldn't completely rule out that someone might pull a stunt like this.

China has been pouring high order of millions into domestic lithography. Eventually the market will shift. We're still a bit far away.

Edit: funny that people here think that this is statement is somehow something that could be considered a contentious topic.

semiengineering has a startup section with investments for people that are more interested in facts than emotions:

https://semiengineering.com/startup-corner/

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