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A comment on Touching the Elephant – TPUs. Parent comment

Re:Touching the Elephant – TPUs by renewiltord on Saturday December 06, 2025 @01:23PM (#46175406)
If they invade Taiwan, we will scuttle the plants and direct ASML to disable their machines which they will do because that’s the condition under which we gave them the tech. They’re not going to get it this way.

They’ll just catch the next wave of tech or eventually break into EUV.

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Re:Touching the Elephant – TPUs by adgjlsfhk1 on Saturday December 06, 2025 @03:54PM (#46176523)
imo the most likely answer is that asml funds a second source for the optics that isn't US controlled and starts shipping to China. The US is losing influence fast.
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Re:Touching the Elephant – TPUs by renewiltord on Saturday December 06, 2025 @04:57PM (#46176922)
We’re not above stuxnetting them if it comes to it. They operate at the pleasure of the US with US tech.
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Re:Touching the Elephant – TPUs by jandrewrogers on Saturday December 06, 2025 @05:40PM (#46177237)
It would likely take ASML decades to develop an alternative EUV light source not encumbered by US defense technology, at which time it may not matter.

Everyone is still dependent on a single American manufacturer for this tech after decades of development. This strongly suggests that it is considerably more difficult than just "funding a second source".

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