Re:TSMC to make advanced AI semiconductors in Japan
by chvid on Monday February 09, 2026 @01:43AM
(#46942274)
ASML and its mostly European suppliers is still the key chokepoint that prevents highend semiconductor fabrication from moving to China.
[ Parent
| on HN ]
Re:TSMC to make advanced AI semiconductors in Japan
by whp_wessel on Monday February 09, 2026 @03:41AM
(#46943057)
If Trump was European he would have long ago said “i only allow export of ASML machines if openai/nvidia/tsmc build 5gw urgently here in Europe with advanced nodes”. Fair if you ask me tbh
Re:TSMC to make advanced AI semiconductors in Japan
by joe_mamba on Monday February 09, 2026 @03:03AM
(#46942789)
Except China has fabs on smaller nodes than Europe, so why can't Europe?
Re:TSMC to make advanced AI semiconductors in Japan
by ekianjo on Monday February 09, 2026 @06:36AM
(#46944147)
Because they don't invest. It's always the same problem. Lack of capital directed in that field.
Re:TSMC to make advanced AI semiconductors in Japan
by joe_mamba on Monday February 09, 2026 @06:43AM
(#46944193)
Well there you go. The EU talks the big talk on "domestic sovereignty" but never puts their money where their mouth is, or when they do, it's breadcrumbs, just enough to keep it on life support, let alone to be in the top contenders.