China Unlikely to Match ASML’s Top Tool in Next Decade, UBS Says
THE SO WHAT
A projected 10-year gap on EUV keeps the highest-end logic nodes effectively gated by ASML and its export regimes. For anyone building on advanced silicon, geopolitical risk is now structurally asymmetric—China’s catch-up will likely be on volume and older nodes, not parity at the bleeding edge.
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