Capital de TokensChina isn't trying to be the best: it's trying to stop being held hostage
Watch on YouTube Until then, the most sober assessment is this: China is still behind ASML, especially in performance, reliability, scale, and EUV. But it has crossed a significant psychological and industrial line: it is no longer just trying to buy time; it is trying to manufacture the tool it was missing. And that changes the negotia
Until then, the most sober assessment is this: China is still behind ASML, especially in performance, reliability, scale, and EUV. But it has crossed a significant psychological and industrial line: it is no longer just trying to buy time; it is trying to manufacture the tool it was missing. And that changes the negotiation. Even if the Chinese machine is worse, its mere existence reduces the fear of being left with nothing. In strategic technology, sometimes the first goal isn’t to be the best. It’s to stop being held hostage.
Full episode: https://youtu.be/4uPRI3Aad5w
🤖 AI-generated content: the script, voices, and images for this episode were produced using artificial intelligence tools.
#Shorts