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0 pointsXajniN1y ago0 comments

US-related businesses are the only buyers of ASML’s most advanced machines. The 300 million American customers are worth at least 3-4 times as those 400 million in the EU.

So, while China has better cards than the US, the EU has no cards at all.

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re-thc1y ago

> US-related businesses are the only buyers of ASML’s most advanced machines.

Only because the US requested it i.e. banned China.

And who's US-related again? Oh you mean those that have to pay >30% tariffs? Are you sure they're related?

> So, while China has better cards than the US, the EU has no cards at all.

No? EU can just sell ASML to China instead.

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