SATISH SHARMA - not just Rotigraphy.: The US chip war is starting to create problems that Washington probably never expected.

https://x.com/BarrettYouTube/status/2074402035303354792

The US chip war is starting to create problems that Washington probably never expected.

The Netherlands is sending a senior trade mission to China, and one company sits right at the centre of it all: ASML.

For years, the US has pushed its allies to restrict China’s access to advanced chip technology. But those restrictions don’t come without a cost. Every machine that isn’t sold is revenue lost. Every cancelled order is an opportunity for competitors to catch up.

Now even America’s closest partners are starting to ask a difficult question.

Why should European companies sacrifice billions of dollars to support American strategic goals? If Europe keeps losing business while China continues investing, innovating and building its own supply chain, who actually benefits in the long run?

Sanctions can slow progress, but they rarely stop it. History shows that pressure often pushes countries to become more self-reliant.

The more barriers Washington builds, the stronger China’s determination becomes to develop its own technology.

The chip war was supposed to contain China.

Instead, it may end up driving China towards complete semiconductor independence while leaving America’s allies wondering why they’re the ones paying the bill.