Re:ASML says it sold 'absolutely nothing' in Europe in 2026
by codefreakxff on Saturday September 26, 2026 @10:10PM
(#49862658)
this doesn't really make sense to me. fundamentally, if naively, price is a function of supply and demand. if there is no demand in Europe - then there is a price problem. but i don't like the expectation that governments should subsidize mega corporations profits. the article doesn't really convince me the investment is beneficial to europeans.
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Re:ASML says it sold 'absolutely nothing' in Europe in 2026
by nonethewiser on Saturday September 26, 2026 @11:05PM
(#49862985)
>if there is no demand in Europe - then there is a price problem
A price problem in terms of it not being worth the cost... sure.. but that's because there are little/no fabs in Europe. Lowering the price, even by magic, doesnt really seem like it would matter.
>but i don't like the expectation that governments should subsidize mega corporations profits.
To be clear they are asking the EU to kickstart chip fabrication. Which is a chicken-and-egg problem. A fab can't tool up without orders. Orders wont come without tooling. It's in the EU's interest to fabricate chips locally.
Re:ASML says it sold 'absolutely nothing' in Europe in 2026
by eric-hu on Sunday September 27, 2026 @01:19AM
(#49863575)
> It's in the EU's interest to fabricate chips locally.
Is it though? I'd put forward that it's in the EU's interest to foster good international relationships. Countries can get away without domestic strategic industries if they can play nice with others.
Re:ASML says it sold 'absolutely nothing' in Europe in 2026
by luke727 on Sunday September 27, 2026 @01:34AM
(#49863619)
Good relationships won't do much when China puts the squeeze on Taiwan. Obviously there are other fabs in other countries, but the EU won't be the only market looking for alternatives.
Re:ASML says it sold 'absolutely nothing' in Europe in 2026
by throwaway2037 on Sunday September 27, 2026 @01:53AM
(#49863725)
> little/no fabs in Europe
Absolutely not. A quick Google search can provide a long list of fabs in Europe. There are many, many fabs in Europe. However, they are not expanding, so ASML has nothing to sell them.