Part 8/10:
Russia’s emergence as a competitor in the EUV lithography space can potentially disrupt the semiconductor industry. The implications of this development stretch beyond Russia, posing a serious challenge to ASML's long-standing monopoly. With the introduction of a cost-effective alternative, countries like China and Japan could pursue their independent semiconductor programs, fostering a more decentralized and competitive global market.
Increased competition will likely spur further innovation in semiconductor technologies, encouraging countries to explore alternatives such as electron beam lithography and x-ray lithography. This could not only pave the way for new manufacturing methods but also make advanced chips cheaper and more energy-efficient.