this post was submitted on 22 May 2026
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If they got their hands on a machine would they be able to replicate it? If it was such a massive advantage I imagine they would just take one by force, I mean look at how the US just took out two national leaders
It's unlikely. It's not just the machine but decades of proprietary knowledge that is not easily exfiltrated out of ASML. The machines they are trying to rebuild from spare parts from the grey market are not even the latest gen. There's so few of them and they're only held by companies that can afford to pay the $400 million for a single machine, so it's not like they're just falling onto the market without a clear chain of ownership and responsibility.