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benterix
5 days ago
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DeepSeek v4
> The EU pouring even more billions in this would just have meant pouring billions on US tech.
Which is crazy given that ASML is European.
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simgt
5 days ago
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So is Zeiss, and probably a lot of others in TSMC's supply chain. It still looks like the bulk of the money is made by companies higher in the stack like NVidia and AWS.
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8note
5 days ago
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ASML is basically american though.
american tech operationalized in europe
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simgt
3 days ago
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How so? No American shareholder with a majority afaik and everything else about it is very European
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Which is crazy given that ASML is European.