They very much serve as a trip wire defense. Taiwan famously has a scorched earth policy in regards to its own industry and they will physically destroy manufac

They very much serve as a trip wire defense. Taiwan famously has a scorched earth policy in regards to its own industry and they will physically destroy manufacturing plants and IP if they’ll ever be invaded. This is done to both deter China and to push the west put their support behind Taiwan. So there is zero analogy to ASML, Zeiss and a few other European players that are critical to the SC industry.