ASML’s EUV tools keep Europe in the AI race beyond the model layer
kimmonismus · x · 2026-07-26
The author argues that ASML is Europe's last major stronghold in the international AI race because its EUV machines sit at the heart of advanced chip manufacturing. The broader point is that AI progress is not only happening inside model labs: semiconductor equipment makers are also part of the story, and ASML is described as exceptionally impressive in that layer of the stack.
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