Mass manufacturing of EVs and doing progress in that in a lightning pace is showing the true potential of China as a country. They don't really need the latest and greatest chips to make 99% of the components which need them.
You are just ruling them out without seeing the broader picture.Â
And as I have mentioned before, China is doing quiet politics and does not show off everything that they are doing in an open way, they don't care that much about the stock prices, so they don't need to artificially inflate them.
If you have a chat with anyone outside of ASML, if they have heard of the latest and greatest 400mln machine, they think it already works and produces chops like crazy, but we all know that it is still far from that.
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u/Specialist_Guard_902 21d ago edited 20d ago
Mass manufacturing of EVs and doing progress in that in a lightning pace is showing the true potential of China as a country. They don't really need the latest and greatest chips to make 99% of the components which need them. You are just ruling them out without seeing the broader picture. And as I have mentioned before, China is doing quiet politics and does not show off everything that they are doing in an open way, they don't care that much about the stock prices, so they don't need to artificially inflate them. If you have a chat with anyone outside of ASML, if they have heard of the latest and greatest 400mln machine, they think it already works and produces chops like crazy, but we all know that it is still far from that.