Good news! ASML has a very strategic position. We are essentially all downstream of this one company.
Personally I see this investment as much more political than technical. ASML wants to be a real 'European' champion; not just Dutch. The Dutch and German government are on board; now the French are too.
Not only are the CEO + COO French, they recently hired Le Maire, French ex-minister of Finance as a strategic advisor. ASML has also been rumoured to exit the Netherlands and relocate to France.
I think you misread my comment. Did the CEOs of Google or Microsoft hire former ministers from India as strategic advisors, or make unprecedented and eyebrow-raising investments in Indian startups?
Personally I see this investment as much more political than technical. ASML wants to be a real 'European' champion; not just Dutch. The Dutch and German government are on board; now the French are too.
See also: new CEO is French.