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by exceptione
2 hours ago
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The comparison with cars and cellphones falls short for ASML machines. The former categories involved western companies transferring IP to Chinese counterparts.
So far, the Chinese have succeeded in stealing IP from ASML, but this is complexity in its own category. Also, the whole supply chain is part of the solution. That is a lot to copy. But I agree that, given enough time, China should be able to. But Volvo en Tesla handing over IP themselves, and phone makers letting China produce and assemble phones (maybe not as extensive these days anymore) is something different. EDIT: I mentioned Saab when I meant Volvo. Not sure if people downvoted based on that, I have no info on Saab so consider that as a mistake. |
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China has Money and Smart people. (and very effective corporate / nationstate espionage) so they can most certainly reproduce advanced machines.
They might not have incentive yet to do it because it will not make them popular, and potentially output products would be banned on US/EU. They play a long game and want US and EU consumers to ask tehir governments to please allow the chinese products.. so their market share is safe and stable.
I think once there is enough incentive for them they would do it. They simply do not want to do it currently.