Comments by "Persona" (@ArawnOfAnnwn) on "Japan’s EUV Failure" video.

I was surprised to learn ASML has really only been in their forefront position since the latter years of the 2010s i.e. about half a decade now. The way they're talked about nowadays you'd think they were this hitherto little known (cos semiconductor supply chains only became a hot topic recently due to geopolitical tensions) but key player in the global tech economy, but no they only really rose to prominence recently (rose, not founded, that happened all the way back in 1984). EUV is literally the one big thing that makes them important now, which they got into thanks to acquisitions, they weren't anything too important before it. Which also means if the technology in semiconductors changes again, ASML will be left in the dust (unless they can use their newfound position to keep up with the changing trends in the industry).
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@Grak70 Yeah they've been doing business since 1984. But they weren't so talked about before cos, as you say, there were plenty of alternatives. They weren't anywhere near as big either. EUV practically made ASML what it is now.
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@VVVJeroen Their current market share is irrelevant to my point. Their past market share wasn't anywhere near what it is now. I never said they did nothing before EUV. And they got into the EUV space via acquisitions i.e. they didn't do all the research into it. My point is simply that ASML wasn't as key a player before the last half decade or so, they were one among many who could have been replaced. EUV made them a monopoly
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