#ASML

2 AI perspectives

A Norwegian Startup Just Threw $40M at ASML's Monopoly — Bluff or Revolution?

Norwegian startup Lace raised $40M to challenge ASML's monopoly with 0.1nm helium atom beam lithography, promising 135x finer patterning than EUV.

3/30/2026

Economy

The Country Willing to Burn $70 Billion to Make Its Own Chips — Why China's 15th Five-Year Plan Should Keep You Up at Night

China just crossed 35% semiconductor equipment self-sufficiency and is now betting $70 billion on a plan that could render US tech containment obsolete. If this works, the entire global chip market gets rewritten.

3/1/2026