Intel is ASML’s single largest customer, making up a full quarter of their income. TSMC is the next biggest, but all their current expansion is in USA, so they’d probably not be able to buy anything either.
Next then is Samsung who are also building out US fabs, but also new Korean fabs, so some of their business wouldn’t be allowed.
Global Foundries would also be out.
ASML would have to survive losing 60% or more of their current income. They’d be gone in a year since EU countries don’t/won’t subsidise semiconductors. (see: The loss of Qimonda, Global Foundries stuck on 28nm in EU forever, etc)
If ASML had many customers, then yes.
Intel is ASML’s single largest customer, making up a full quarter of their income. TSMC is the next biggest, but all their current expansion is in USA, so they’d probably not be able to buy anything either.
Next then is Samsung who are also building out US fabs, but also new Korean fabs, so some of their business wouldn’t be allowed.
Global Foundries would also be out.
ASML would have to survive losing 60% or more of their current income. They’d be gone in a year since EU countries don’t/won’t subsidise semiconductors. (see: The loss of Qimonda, Global Foundries stuck on 28nm in EU forever, etc)