Comment on Bond rout starting to sound market alarm bellsparentComments−XajniN1yUS-related businesses are the only buyers of ASML’s most advanced machines. The 300 million American customers are worth at least 3-4 times as those 400 million in the EU.So, while China has better cards than the US, the EU has no cards at all.−re-thc1yUS-related businesses are the only buyers of ASML’s most advanced machines.Only because the US requested it i.e. banned China.And who's US-related again? Oh you mean those that have to pay >30% tariffs? Are you sure they're related?So, while China has better cards than the US, the EU has no cards at all.No? EU can just sell ASML to China instead.
Comments
US-related businesses are the only buyers of ASML’s most advanced machines. The 300 million American customers are worth at least 3-4 times as those 400 million in the EU.
So, while China has better cards than the US, the EU has no cards at all.
Only because the US requested it i.e. banned China.
And who's US-related again? Oh you mean those that have to pay >30% tariffs? Are you sure they're related?
No? EU can just sell ASML to China instead.