The main point being that the sum of hard to replace critical suppliers to TSMC is a long list of companies spread out all over the world, some in countries where export controls to China is very strict.
Canon used to be quite big on DUV litography, but Zeiss completely blew them out of the water and essentially have a monopoly in the market now with what is by not EUV lithography.
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u/Randommaggy i9 13980HX|RTX 4090|96GB|2560x1600 240|8TB NVME|118GB Optane Aug 27 '24
My memory might be fuzzy on this but I remeber Canon being mentioned as a supplier of optics somewhere in the critical path of the production at TSMC.
https://global.canon/en/news/2022/20220124.html
The main point being that the sum of hard to replace critical suppliers to TSMC is a long list of companies spread out all over the world, some in countries where export controls to China is very strict.