I have no explanation other than people, researchers are comfortable with it and don't want to switch.

Also Nvidia arguably needs Intel more than vice versa, Intel now has SOTA fabs on the newest EUV technology, TSMC is at max capacity and they need to fight Apple and others for allocation...

This is a wildly ignorant comment. The R&D lab in NY State if anything is an effort to copy IMEC, the world's leading research organization when it comes to semiconductor R&D. They essentially set and define the roadmap for node advancements and then the industry follows by actually implementing their innovations at scale in their fabs. I guess they are technically not in the Netherlands, being located about 50 miles south of the Dutch border in Belgium. And they have in fact have an EXE system of their own, and have had access to ASML's high-na tools since before they were even commercially available

I'm not sure if it's wise to minimise the contributions of everyone else in the current climate tbh.

Why is the Netherlands government even allowing this?

Cymer was one of multiple vendors (Gigaphoton, XTREME) providing this sort of light source, and ASML acquired it because it couldn't achieve what they wanted (they needed 100+W and Cymer could only achieve 15W). ASML needed to control and fund the company, and add engineering talent, to achieve what they actually needed.

Oh and ASML bought Cymer because Gigaphoton (another company at basically the same stage of development as Cymer), being a Japanese company, objected to foreign control. Though if ASML knew the protectionist, insular direction the US was going to go they probably would rethink their past decisions.

So this retconning that Cymer is really the secret magic of ASML and the Netherlands is just stealing US ingenuity is hilarious stuff.

And for that matter, it is amazing how so often we hear about "American" tech that is actually overwhelmingly combining acquisitions and manpower from abroad. Like is an iPhone an "American" creation? LOL, no.

If the machines are so easy to build and integrate, why isn't it happening in America?

Not to mention the critical role of the US in its development. The core EUV light source was invented in San Diego!

From ASML:

"ASML’s extreme ultraviolet (EUV) light source was developed and is manufactured at its facility in San Diego, California. Acquired from the US firm Cymer in 2013, the R&D team here developed the laser-produced plasma (LPP) system that fires lasers at tin droplets 50,000 times per second to generate EUV light."

I love how ASML machines are shaped to the contours of a jet fuselage for this reason!

neither of the observations gp made is dependent upon the definition of machine, nor is it dependent on the inclusion of the examples you brought up in that definition.

Weirdly enough it never seems to work that way in discourse.

The companies job is to hire well and create strong teams that work together.

There was a great Economist article a while ago that talks about this. ASMLs moat isn't just the know-how to build the machines themselves. It's a network of suppliers all across Europe, specialized businesses doing one little part better than anyone else in the world.

This is the type of thing that Europe is still leading in, and it'll be incredibly hard to reproduce elsewhere.

You don't just need to figure out how to build an High-NA EUV machine. You need to figure out how to build or procure all of the parts that go into it. Many of these suppliers have exclusive contracts with ASML.

Here's the article, de-paywalled: https://archive.ph/jP1HX

Getting it to scale is the issue

https://www.cnbc.com/2021/04/21/foxconn-mostly-abandons-10-b...

In which sense? Intel is neither a full monopolist (AMD, ARM) nor has progress stalled (we're still getting a regular cycle of new generation CPUs which improve on the previous).

Nevertheless, it is worrying that the computers with Panther Lake CPUs have become much more expensive in comparison with their equivalents of last year with Arrow Lake, and this before adding the hugely increased costs for DRAM and SSDs.

It is also confusing for buyers that the 300-series Panther Lake part numbers that appear to be replacements for the previous 200-series Arrow Lake in most cases correspond to lower technical specifications, i.e. a much smaller GPU and lower clock frequencies.

The Panther Lake models that have the new big and very good GPU are extremely expensive and also hard to find, despite the fact that the GPU continues to be produced by TSMC. Perhaps TSMC has raised its price and prioritizes other customers, so Intel cannot get enough big GPUs, but even the Panther Lake models with the very small GPU (much smaller than Intel has used in many years for its mobile CPUs) have become far too expensive.

Because Panther Lake introduced a few important new features that could have been interesting for experiments in software development (e.g. FRED), I intended to buy some mini-PC with Panther Lake, but I gave up because even one that would cost double in comparison with the mini-PC with Arrow Lake H from last year that I have (i.e. around $1000 as barebone, instead of around $500) would be a downgrade in specs, instead of being an upgrade.