> China will always be generations behind until they crack domestic EUV

Are you sure?

--

China Just Built What TSMC Said Was Impossible

https://www.youtube.com/watch?v=Pk-w279ESHg

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China Just Built What ASML Feared Most

https://www.youtube.com/watch?v=YiPgSm62fiM

Do you think that they won't?

So 6-18 months.