Europe's chip gap: the case for Eurofab, an RSI-ready EUV fab on European soil
S_OhEigeartaigh · x · 2026-10-29
Anton Leicht argues Europe is getting a raw deal: ASML owns the chip supply chain's chokepoint yet can't sell a single EUV machine in Europe — Nvidia captures revenue, America captures strategic upside, Taiwan holds the leverage. He proposes "Eurofab," an RSI-ready R&D fab on European soil. SOhEigeartaigh endorses European fabs but opposes accelerating the race to RSI.
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