FutureOfEurope | Consulting

AI Chip Power Stack diagram comparing United States and European capabilities across six layers — Applications, Compute Systems, Chip Design, Manufacturing, Equipment, and Energy — showing US end-to-end control versus Europe's fragmented dependencies and single strong position in EUV lithography equipment through ASML.

THE ASML PARADOX: WHY A CHOKEPOINT IS NOT AN ARCHITECTURE - AI sovereignty Europe

By Erik Kling | AXISYNC Decision Architecture™ There is a question that European policymakers, technology executives, and strategists have been circling for several years without quite landing on. Europe is not technologically weak. It holds one of the most critical positions in the entire global AI capability stack — a position so singular that when the United States wanted to slow China's semiconductor ambitions, the lever they needed was not American. It was Dutch. How can

Erik Kling

Jun 95 min read

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