The question is can ASML and western semi keep up with PRC long term. Every western semi player is projected short 100k talent while PRC is only semi power on trend to produce enough IC talent for the entire supply chain, and surplus to seriously investigate multiple paths. I.e. west/ASML stuck on LPP EUV with seriously terminal economics, while PRC doing LPP, LDP, synchrotron, nanoimprint, FEL etc all of it, several branches of which could essentially instantly validate ASML model.
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The question is can ASML and western semi keep up with PRC long term. Every western semi player is projected short 100k talent while PRC is only semi power on trend to produce enough IC talent for the entire supply chain, and surplus to seriously investigate multiple paths. I.e. west/ASML stuck on LPP EUV with seriously terminal economics, while PRC doing LPP, LDP, synchrotron, nanoimprint, FEL etc all of it, several branches of which could essentially instantly validate ASML model.