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@cashmitkopf Yes, I imagine a 10th is a lot and if they also offer almost the technology then some will take the machines. I would like to start saving ASML, but don't you think Canon could be an opportunity?
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@Joris I'll link you to an article here on how the laser system of lithography machines works. https://www.fraunhofer.de/de/forschung/aktuelles-aus-der-forschung/euv-lithographie.html#:~:text=EUV%2DLight%20is%20very%20difficult,wavelength%C3%A4nge%20of%2013%2C5%20nanometers Trump & ASML have a 10 to 15 year head start and there are already reasons why you have to use lasers.
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