That's why TSMC still has a significant process advantage to other manufacturers, even though all of them are customers of ASML and able to afford the most advanced EUV lithography scanners.
I'm not hearing any major challenges here that couldn't be overcome in the EU, considering the EU is capable of building some of the machines which are state of the art. yeah, you need capital and workforce and a bunch of other things. those aren't really blockers though. I think maybe there is no point, since it would cost more than TSMC, so better just buy the chips. at least until now, when there is a chip shortage and you regret not having a foundry. by the same logic there is no point to manufacture a lot of things in EU (or US) because it's cheaper to get them from China.
If TSMC isn’t doing anything special why doesn’t the EU just build fabs then?
> I'm not hearing any major challenges here that couldn't be overcome in the EU, considering the EU is capable of building some of the machines which are state of the art.
So why don’t they do it?
The fact that someone is willing to build these machines for you is a good thing.
You think Siemens which has none of those will be capable to churn out leading edge fabs just like that?
Lets face it, it's not a simple task.
England has some semiconductor industry and so does Germany, but less of it is top-spec tech from cash rich companies. Obviously “Europe” still cares about national security but is the money and politics comparable to the US military industrial complex?