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this post was submitted on 29 Sep 2026
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ASML plays by US rules as long as things don't escalate badly. Your arguments only work during nice weather. When things get tough, ASML is squarely located in the EU and will comply with local laws and law enforcement. That is a substantial risk for the US if it were to go for all out economic warfare, like forcing Microsoft to boycott EU customers.
Of course ASML has no interest in such a thing, nor does Microsoft. The Single Market is a very big market for Microsoft. Also, blowing it up would not just pulverise that market, it would lead to a collapse of most of the business outside of the US in the mid term.
So first part of your argument is saying it can happen and second part is saying why it won't happen. Yeah I agree it won't happen. And ms sell service wich isn't the same as the fucking lithography that power everything advanced under the sun.
Ps : second time you intervenir on my comment to say I'm right by prefacing I'm wrong. Kinda funny. Waiting for the third time
You either deliberately misunderstand my arguments or really misunderstand them. The companies don't want that of course, but it is not entirely in their control. The EU certainly doesn't want it either. Regarding the US, it really depends. It depends on how much the strongman in DC fears that the other side can actually retaliate. A nuke's value is not that it destroys everything, its value is that it could destroy everything. Russia would not have invaded an Ukraine with nukes, yet Ukraine would likely never used any nukes even if it had them.
Of course ASML is not the only economic nuke Europe has. If the US unleashes economic nukes on the EU by for example forcing Microsoft to block many or most services over night, the first response would be to threaten nuking the USD, with a believable threat scenario, but ASML would be a backup option.
Funny you took ukraine exemple, cause they had nuke. And u will never guess who sat with Russia to give them the guarantee they won't keep their nuke. Anyway whatever you talk about it s far from reality. U could just find one export ban from the ue toward the usa that could help your point a lot dont you think ?