You got trolled, the cool chart that is circulating x 'smartly' forgot about asml, siemens and many others. These two companies alone paid around 4.6 billions in taxes this year.

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LOL you are regarded , making money on RKLB doesn't mean you know shit , it just means you got lucky that it's running on meme energy from all the regards mindlessly buying stocks which is why quantum shit is at stupid valuation. That's like saying the PLTR regards know shit about tech because they made millions off this regarded meme stock or boomers know the entire process of how a chip is made because they made billions from NVDA, AMD , ASML , TMC , etc.

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Their work on scaling ASML competitors is well underway - I am familiar with ASML / EUV tech, I dont think China gets there for a few years at least (very big at least), but to say they're just dumping all of their effort into DUV... SiCarrier Founded: 2021 Affiliation: Wholly owned by the Shenzhen Major Industrial Investment Group. Focus: Aims to develop competitive lithography systems. Progress: Has made significant advancements but still lacks fully operational EUV systems. Vision: To achieve self-sufficiency in semiconductor manufacturing and compete globally. Huawei Project: Developing a domestic EUV tool using laser-induced discharge plasma (LDP) technology. Status: Currently testing a prototype, with plans for mass production by 2026. Potential Impact: If successful, this could challenge ASML's monopoly in advanced lithography.

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>while intel stubbornly refused to abandon their DUV tools and new node development stalled? Not really. What happened is that Intel had to release another DUV node due to EUV simply not being ready. Remember that 10nm was originally slated for 2015-2016. Their mistake was trying to push 10nm specs to far with DUV. And also not upgrading the DUV equipment to the best industry had to offer. Since they wanted to re-use as much as possible from 14nm. Since those fabs were to be converted to 10nm. TSMC didn't have that problem with DUV. Since they leave much of the old infrastructure around for older nodes. And new nodes are where they expand. >TSMC bought all the first generation of low NA EUV machines and used them for sub 7nm processes Intel had/has extremely good relations with ASML. Since they were THE main backer for EUV development. They could have started ordering equipment any day and gotten preferential treatment. But power output was to low for 10nm. And they had to fix 10nm. Bringing out a entirely new node based around EUV may in hindsight have been faster. Than the time it took to fix 10nm, but that's the devil with slipping timelines. In the here and now the "fix" is always estimated to be faster than redoing things. And it's not like they didn't have a track record to go by. 14nm faced huge problems initially as well. But 9-12 months later after the famous Broadwell dual core paper launch, it was in full production.

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Let's be clear, how far china have accelerated their own chip development is unknown. Huawei's last Ascend card used TSMC dies and samsung HBM, things they can't order anymore. Smic is still stuck on 7nm duv as asml can't sell to them anymore.

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How are they going to do with without ASML? Kinda impossible

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Everyone and their momma seems to be announcing they are building their own chips. Everyone wants a piece of that nvda cake. Calls on the shovel providers, i.e. TSMC and ASML.

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Because nvidia has software hardware integration with cuda and its industry leading and nobody got anything similar. Yeah and without nvidia , tsmc and asml wouldnt have demand lol

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Do you think Nvidia has more profit than the entire big pharma industry? Why doo you think one company that designs these chips is worth more than the entire pharmaceutical industry? Also another question. Nvidia is just one part of the supply chain for GPUs. ASML is required to create machines used by TSMC that produces the chips designed by NVIDIA/AMD. Why does Nvidia have 12 times the market cap of ASML? Why does it have 3.5 times the market cap of TSMC?

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ASML CEO: The AI investment [from hyperscalers] makes sense Thats all I needed to hear, case closed, show’s over bers u r still fuk

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