I pulled into the parking lot of Casa Jalisco for lunch one afternoon and stopped, because across the pavement at the Co-Op stood something that had not been there very long: a gleaming four-story building, blue glass, with ASML in white letters across the top.The most strategically constrained piece of equipment in the global semiconductor industry, the company whose extreme ultraviolet lithography machines every leading-edge fab on Earth depends on, had put up a ...