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China will not sit idly by and just say, well, we don't have access to chips. So they will be developing very quickly. They don't have anywhere near the know how to to replicate ASMLs or Taiwan semiconductors technology. There was a story that came out in Bloomberg a couple of weeks ago about chemist Coca-Cola. She tried to steal the secrets to Coca-Cola's can lining formula. And it doesn't seem on certain levels like that's that big a deal, but I can assure you that that is a highly proprietary piece of technology.
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