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Intel's a National Champion in the United States
I think it's a complicated answer. But certainly the delay in EUV is an important part. And so now Intel is saying, OK, we'll do EUV. Just walking through that process. They've got a big competitor at TSMC that is obviously embedded with ASML. It's very good because its business model is just manufacturing chips. All is at a place now where I even asked Pat about this: Do you think of yourself as a national champion in the United States? You're what the Biden administration has in this moment in terms of a large chip making concern That can insulate the United States from the global supply chain.