The Generalist publishes in-depth briefings on technology companies, startups, venture investing and semiconductors, such as ASML and TSMC.
HN cites its ASML briefing in talk about US research funding behind the company, and one commenter says its coverage stays on software startups and big firms.
Intel & US research labs were where the state of the art was created. We gave it to ASML.
They've advanced the state of the art enormously, but it's i.possible to ignore how much is because we helped them. Because we wanted a factory for chip making machines, in a liberal free and democratic part of the world. Because just having vertically-integrated Intel's and AMD's (back when they made their own chips) wasn't enough .
I'd love for much more detailed write-ups on these technology transfer, this history. Alas trying to search for Intel + ASML is massively overwhelmed by search engine's rececy bias, filled with what machines Intel is buying. But here's this ASML history write-ups brief description:
> The research ASML received from US laboratories was even more valuable than the revenue provided by American firms. In the 1990s, Intel invested heavily in EUV research, subsidizing national labs. Insights developed at Lawrence Livermore and National Sandia laboratories were eventually passed to ASML after Intel realized no American firm could effectively commercialize these findings.
https://www.generalist.com/briefing/asml
No, you can look at all their briefings here: https://www.generalist.com/briefings. They don't really branch out beyond software startups and big businesses, and don't seem to be interested in smaller-scale entrepreneurship.
As for American investment, how many know that AMSL is derived from US research development funds?
https://www.generalist.com/briefing/asml?t&utm_source=perplexity
The Generalist: https://www.generalist.com/briefings