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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