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So called US chip act is not just targeting China. It wants to buff up American companies over others, namely TSMC and Samsung.
Intel got load of money from uncle Sam to build foundaries to beat TSMC but it is one thing to build factory buildings. It is another to furnish the facility, hire capable staffs and pricesses.
Clearly Intel cannot (despite getting all those money from the gobment) as they are now the second largest customer for TSMC.
I smell fraud.
At least Samsung will be going away as the perfect storm of corrupt government has met the corrupt company. Most of money that has been invested by Samsung for the new technology has been siphoned off to private coffers.
“The Netherlands' ASML stands to lose about a quarter of the revenue it used to earn from China. It's the only company that makes the most advanced lithographic machines - the tools that make "leading edge" chips.”
I work for a company that does a lot of work for ASML and it’s partners. ASML isn’t the least worried about this all as there is way too much demand worldwide to realistically speak of ‘losing revenue’. Supply has always been short, so again, here in the Netherlands people aren’t worrying yet and won’t be anytime soon. >

However small the chance, there is a possibility of China stealing enough to produce their own. For exampke there was a brief dip on ASML stock price on news of some pattern filings by Huawei... >

Even if China were to steal the plans to produce the chip manufacturing machines that ASML produces, it would take them a decade or more to build the facilities and engineering know-how to put them into action.  And by that point they would still be a generation behind.
It is kind of crazy how fast that industry evolves, and the reason ASML is the sole producer of the machines that make the most advanced chips in the world is because they were the first to build them and the requirements to even try to catch up to them is effectively impossible because they are already building the manufacturing for the machines that will build the next decade's computer chips. >

ASML may have the best FactoryFactory, but invest in me. I'm building the FactoryFactoryFactory of the future. >

I got my 2 year old chip the other day. Stale as the dickens. >

Chips in China are even older. >

Actually Taiwan winning.... >

They are building factories in us.  So Taiwan and us are winning.