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The United States has been slow to adopt extreme ultraviolet lithography (EUV) technology, which is essential for producing advanced semiconductors essential to the AI ​​revolution. Dutch company ASML is the sole manufacturer of this pivotal $200 million EUV machine, which is mainly purchased by Asian giants such as Taiwan's TSMC and South Korea's Samsung.

Meanwhile, Intel, a key company in the U.S. semiconductor industry, entered the EUV area much later than Asian companies. The U.S. government under the administrations of Donald Trump and Joe Biden has focused its efforts on preventing the sale of these strategic machines to China, highlighting the geopolitical sensitivities surrounding advanced chip technology.

Global context:

Other countries, especially Taiwan and South Korea, have secured AI chip technology competitiveness through early and aggressive investments in EUV technology. This puts us at the forefront of the semiconductor manufacturing industry, a critical sector driving AI advancements and supporting global economic growth. By contrast, the United States has had to play catch-up, reflecting broader challenges in maintaining its technological edge in critical areas such as AI chip production.

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