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Discussion (4 Comments)Read Original on HackerNews
Yep, but 28/14nm and 10/7nm remains the bulk of the semiconductor industry's demand.
Heck, even much of ASML's deal book remains DUV/ArF driven.
And from a NatSec perspective, 2nm isn't what kept us awake - 28/14/7nm did.
It's a major reason why I find chest-thumping about ASML and sOveReigNity to be tiresome - ASML is tied to both the US and Netherlands (not the rest of the EU - NL is deeply protective of their IP) by the hip, and various portions of its IP are partially firewalled across American and Taiwanese JVs.
It's the same with Zeiss as well if you've ever visited their R&D labs in the Bay.