[rbanffy]

> in that case it's no longer a matter of reasonable cost/yields.

This is an interesting point. Considering the extremely difficult engineering problem of the ASML machines, China might opt for an entirely different technology that, although more expensive and impractical for those with access to ASML EUV machines, could eventually allow them a better evolutionary path towards smaller geometries.

Blocking access to tech can have unintended effects.