Right, don't underestimate Samsung - they have top tier fabs and manufacture a lot of chips. If the world has all their eggs in the basket of one company that company is ASML.

Right, so our eggs are not all in one basket, but in two. One claimed as rebel territory by the CCP and one still technically at war with a nuclear-armed hermit kingdom.

> one still technically at war with a nuclear-armed hermit kingdom.

If we're going down that route, every country in the world can be described in an equally alarmist manner.

This is an absurd amount of reductionism. The chances of actual military conflict in both the Korean Peninsula and Taiwan are objectively much higher than most other places around the world. Having both of the top tier semiconductor manufacturers reside in such a hotspot is absolutely a cause for concern.

Yeah but most of them are more than 300 miles from Xi Jinping.

Fortunately ASML is in the Netherlands.

I was obviously referring to Samsung.

As for ASML, if it were the key to Intel's woes, the article we are all commenting would not have been written.

> As for ASML, if it were the key to Intel's woes, the article we are all commenting would not have been written.

It not being the issue discussed in the current article doesn't mean it isn't a critical issue.

At risk of entering Rube Goldberg territory, I suppose we could speak of two baskets hanging by a common thread.

So possibly a couple meters under even current sea level ? ;-)

(Continuing the sky-is-falling theme. :) )