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It’s all about risk management. No solution is ever perfect, and that works for the US as well.

Also, some partners are more reliable than others. If China becomes as volatile as the US, it would change the risk assessment and stimulate other parts of the industry.



I'm more concerned about the fact that only ASML can make machines producing advanced chips (EUV).

This is a way way more concerning topic. The irony is that China might be the one fixing that dependency + bring prices down.

One bomb on the Netherlands and it is over for nearly all the worldwide supply-chain, 10 or 15 years of regression.

Even worse, they can remotely kill the machines for political reasons.




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