You may not have heard of the most important company in the world

startupdreams.substack.com

11 pointsgsibble6 comments

It is interesting how at this point in time the OpenAI -> Nvidia -> TSMC -> ASML tech stack is effectively single source all the way down. We haven't really seen anything like that in the prior semiconductor, internet, and mobile tech waves.

Spoiler: ASML from Netherlands

@Asianometry (https://www.youtube.com/@Asianometry) does great deep dives on ASML and all the chip makers.

Spoiler: don’t forget the lenses from their German partner Zeiss, or their machines wouldn’t nearly be so effective ;)

Indeed.

Given the $200m price tag surely there’s more to it than some mirrors ;-)

Reply on news.ycombinator.com