this post was submitted on 03 Jan 2026
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We have domestic sources of both in the US. This has been a long development process for a compromise between the US and China. However, TSMC is reliant on ASML for photolithography tech, so there is a two part effective monopoly in that supply chain, controlled by the Netherlands and Taiwan (and by proxy whoever influences the market destinations for that equipment). China could take Taiwan, but it would essentially only be capturing what would at that point be old tech.
And TSMC is rigged for scuttling, China would get rubble if the invasion isn't near instant
Are you saying because the new tech requires the multi laser interference to create parts smaller than the UV wave length? I'm a bit out of the loop in photolithography developments for the last 10 years.