
Episode 5: Export Controls and the US / China Economic War
Transistor Radio
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ASML Is Playing Coy and Saying They're Not Affected
The US government has moved down these sort of a threshold for what is considered American product in the past with a ballway. And I think ASML should have been a little bit more coy on their call because it probably pissed people off. They really don't seem as impacted as we initially thought, or I initially thought at least looks like 5% of the revenue and they're going to do a lot of shifting into other China domestic or China, sorry, non-China domestic, but fabs in China customers. There's a lot of Chinese domestic products that are part of that like Micron has a China Chinese fab, right? The Korean companies, the Skihinix Samsung,
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