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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

#11

Post by jazzyjackson »

n-e-w wrote: post #7
lmilcin wrote: post #6

Earlier quoted context omitted.

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 H…

Wouldn't be surprised. It is a pity and a relief that the new face of war will simply result in infrastructure failing at slightly higher rates, in a slow escalation as each side sees what it can get away with while maintaining plausible deniability.

Re: ASML reports fire at its Berlin factory

#13

Post by forgotmyoldacc »

n-e-w wrote: post #7
lmilcin wrote: post #6

Earlier quoted context omitted.

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 H…

So where's the evidence? It's easy to spew conspiracy theories about anything. Intel could've started the fire in ASML's plant to slow down TSMC. I could've shorted ASML's stock and started the fire to profit from the other side of the world.

Re: ASML reports fire at its Berlin factory

#15

Post by colechristensen »

n-e-w wrote: 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?

>Is impacting the semi supply chain the hot, new weapon of the US-China tech cold war?

If it is, at best only temporarily. The US is perfectly capable of setting up its own complete supply chain if there were the political motivation and do so in a relatively short time frame. China is perfectly aware of this so it will never become a serious issue, they would just be shooting themselves in the foot and cutting themselves off from our (sometimes unwilling) technology transfer.

Re: ASML reports fire at its Berlin factory

#16

Post by nabla9 »

chmod775 wrote: post #5
n-e-w wrote: 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 no access to advanced ASML EUV lithography. Hurting ASML would help domestic Chinese manufacturers relative to Taiwan, South Korea, Japan and the US and elsewhere.

(sabotage has so many other risks that it's not a good idea)

Re: ASML reports fire at its Berlin factory

#17

Post by max-ibel »

jazzyjackson wrote: post #11
n-e-w wrote: post #7

Earlier quoted context omitted.

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 H…

Wouldn't be surprised. It is a pity and a relief that the new face of war will simply result in infrastructure failing at slightly higher rates, in a slow escalation as each side sees what it can get away with while maintaining plausible deniability.

Lem has mapped out a future like that in "Eden". Not sure if it's a great future to live in.

Re: ASML reports fire at its Berlin factory

#18

Post by jazzyjackson »

daneel_w wrote: post #9

The HN headline says "large fire", but the article does not.

This is the best info I could find, linked from a reddit thread.

> Eine automatische Reinigungsanlage sei auf etwa 200 Quadratmetern in Brand geraten.

> According to the fire brigade, only part of the plant was affected by the fire. An automatic cleaning system caught fire on around 200 square meters.

https://www-heise-de.translate.goog/news/Brand-bei-ASML-Folg...

Re: ASML reports fire at its Berlin factory

#19

Post by n-e-w »

daneel_w wrote: post #9

The HN headline says "large fire", but the article does not.

Their statement is that it's too early to assess damage -- but it's enough they need to take a few days to assess the damage itself and impact on production. Also enough that it hit the share price. So, clearly not trivial.

"At this point it is too early to make any statement on the damage or whether the incident will have any impact on the output plan for this year. It will take a few days to conduct a thorough investigation and make a full assessment. "

https://www.asml.com/en/news/press-releases/2022/fire-incide...

Re: ASML reports fire at its Berlin factory

#20

Post by oneplane »

colechristensen wrote: post #15
n-e-w wrote: 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?

>Is impacting the semi supply chain the hot, new weapon of the US-China tech cold war? If it is, at best only temporarily. The US is perfectly capable of setting up its own complete supply chain if there were the political motivation and do so in a relatively short time frame. China is perfectly aware of this so it will never become a serious issue, they would just be shooting themselves in the foot and cutting thems…

The US is capable of many things, in theory. In practise, not a lot of new capabilities have materialised so far. Not even a single new Foxconn plant or a domestic contender (if any).

That's not to say that is impossible, but without good examples we can all say a bunch of stuff and it won't mean anything.

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