[jpgvm]

They will build their own.

It was the Chinese that pushed through RISC-V at the end of the day.

They are allocating absolutely ridiculous amounts of capital towards building their own lithography expertise now.

Trump pretty much forced Biden's hand when he stuck his dick in ASMLs relationship with China. By playing that card so early Biden effectively has to cut off access to TSMC, GlobalFoundries and Samsung for it to actually stick and not just have wasted the biggest and most important trade card W.R.T semiconductors.