EUV Lithography

ASML Built an Unbreakable Monopoly on Chipmaking. It Might Be Its Own Worst Enemy.

📅 August 4, 2026 📂 Systems & Hardware

ASML holds a 100% monopoly on the EUV lithography machines that make every advanced chip on Earth. But that dominance is eroding — not from a direct competitor, but from alternative technologies like nanoimprint and directed self-assembly, plus geopolitical weaponization that incentivizes the world to find ways around it. The most powerful chokepoint in tech may be engineering its own obsolescence.

ASML Chip Industry Disruption EUV Lithography Geopolitics Monopoly Semiconductors Technology Strategy

Stop Celebrating China’s Chip Breakthrough. It Just Triggered the Real War.

📅 July 30, 2026 📂 China Watch

China’s new homegrown DUV lithography machines are being celebrated as a massive breakthrough. They’re not. They’re a geopolitical trap. Every step China takes toward self-reliance triggers tighter Western containment, forcing ASML and its allies to choose between market access and strategic survival. The real chip war is just beginning.

AI Arms Race ASML China EUV Lithography Export Controls Geopolitics National Security Semiconductors Supply Chain Tech Cold War