The world is far, far, bigger than the USA; and as an Australian, I'd say it's extremely pretentious or naive to think the US has a 'majority' of cutting edge tech.
The world is far, far, bigger than the USA; and as an Australian, I'd say it's extremely pretentious or naive to think the US has a 'majority' of cutting edge tech.
For sure, ASML did the “final mile” in perfecting EUV and making it work in a production environment vs the prototypes in the labs 20 years ago, but I don’t think the funding that the US government and consortium members dumped on decades of research should be swept under the rug.
In terms of research, well the USA is still leading in total number of dollars, researchers, labs, and light sources dedicated to semiconductor research. Heck, we have three of the world's most advanced accelerators (Fermi Lab, Argonne National Labs, and SLAC) that are critical to semiconductor device research and were where most of the EUV breakthroughs were made.
In terms of total effort for EUV, yeah most probably wasn't in the USA. But if I had to hazard a guess, probably 50-60% of the research and development of EUV was done in the USA, Canada, Taiwan, Japan, and South Korea. So essentially countries firmly within our sphere of influence with the rest occurring in Europe (not the EU, the continent), the People's Republic of China, India, etc. And as we're moving forward, TSMC's stated reason for putting their most advanced fabs in the USA going forward is because they want faster and easier access to where the research is occurring at the bleeding edge of the research without the problem of the time gap that delays and impedes communication due to sleep schedules.
Op said that the U.S. pioneers and develops technology, giving a first mover advantage. Yes, eventually other countries catch up and start innovating on their own, but the point that the U.S. is generally the pioneer stands.