ASML is the most important company you've never heard of.
— Trung Phan (@TrungTPhan) August 18, 2022
The $220B Dutch firm makes the machines that make semiconductors. Each one costs $150m and access to them are a huge geopolitical flashpoint.
Here's a breakdown 🧵 pic.twitter.com/Ge0ryBWDsm
Probably the best strategy but there are already electrical engineers from Taiwan working in the microprocessor industry in China.
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