| ▲ | duckerduck 8 hours ago | |
From what I've been told by former ASML employees, ASML is not particularly worried about startups inventing a better method than their current lithography process because they basically run the entire chip production pipeline. Improving only one step of this pipeline is not enough to break their moat. | ||
| ▲ | redwood 8 hours ago | parent [-] | |
This is not accurate.. ASML provides important parts of the stack but there are a variety of semiconductor equipment companies providing critical inputs | ||