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You mean with the licencing of the EUV tech? If push comes to shove, to the point where the USA tries to strangle ASML, the EU could create pathways to not recognise the licence agreement anymore, and remove copyright protections from it.

All the engineering part of that technology is in European hands, the royalties to EUV LLC are based on mutually beneficial arrangements, if it's weaponised all gloves are off.



And people forget what was actually licensed and what value does it have without ASML. ASML bought SVG lithography two decades ago to expand in dry/immersion optical litho and US market access. EUV matured later. SVG had momentum in DUV and still couldn't sustain at 193nm while EUV is an order of magnitude more complex. Cymer was ASML's light source supplier that ASML later acquired in 2013. Pre acquisition there were supply/technology agreements, but after 2013 the Cymer IP became ASML owned so not a continuing US license.

Today's restrictions are mainly export control licenses, not ongoing IP licenses.

ASML builds the whole scanner and owns the integration IP that makes the parts actually produce yield at scale. The light source matters but without ASML's stages, metrology, optics integration, contamination control, control software etc etc you've got a science project instead of a tool a fab can run. ASML won because the integration problem beat almost everyone else.

It's similar to TSMC, anyone can buy an ASML machine, but there is only one TSMC, because it's not just about the machine and not just about the light source.


Thanks for that enlightenment.




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