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Chip Winter or Time to Buy?

Barron's Streetwise

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ASML - The US Allies in the Chip Work

The most advanced extreme ultra-lateral photography tools, that which you cannot make in advanced chip cost $150 million a piece and are made by a single company in the Netherlands. Chris says it's not just difficult for China to secure chip making machines for now, it's impossible. Making its own could take a decade and many tens of billions of dollars. The US band extends beyond US companies to overseas ones that wanna do business with the US.

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