Post by Zephyr on X
Zephyr@zephyr_z9
XNobody will buy Chinese EUV machines (outside China) due to low throughput and NatSec reasons
The story isn't "ASML lost its monopoly"
It's about Huawei or Cambricon being able to get their 2/3nm AI GPUs fabbed at a higher cost (rn they can't get it)
379 likes56 repliesPosted Dec 18, 2025