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> ASML is as much a bottleneck as TSMC.

A bigger one, since all of TSMC, Samsung, and Intel rely on ASML. It could be many years, if not decades, before ASML gets some serious competition.



And ASML relies on Zeiss, which is as big a bottleneck as ASML and TSMC.


At least if all ASML fabs gets blown up, the existing equipment will still be functional for a few years...


Where will this existing equipment be operating if an EU nation has a critical piece of infrastructure "blown up?"




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