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Ultimately, ASML will lose either way. ASML IP is already and will continue to be stolen by China, exporting machines to China just means that it will be stole
by hilbert42 4y ago
Ultimately, ASML will lose either way.
ASML IP is already and will continue to be stolen by China, exporting machines to China just means that it will be stolen much faster.
To export or not hinges only on whether the problem matters from a short-term or longer term perspective. Either way, the Chinese will ultimately win.
- trasz3 4y agoOh, another “China bad” shill.
- hilbert42 4y agoWhat's your take then? Show me facts that I'm wrong.
- fspeech 4y agoHmm, maybe explain how exporting a bunch and then stopping could possibly stop reverse engineering. These machines are also available from the second hand market. I mean, your conclusion isn't wrong, that ASML is going to lose much of the market share in the long run anyway just because it's always a threat. But still Ericsson and Nokia used to get a portion of the Chinese market until Europe turned. The businesses, whether telecoms or fabs would always prefer more competition among their suppliers, if nationalism hadn't got in the way.