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“China is stuck on advanced chips not because it cannot copy TSMC but because it cannot copy ASML, the one company whose machines every chip fab on Earth must buy.”
Source
Dwarkesh PodcastYouTube“Elon Musk – "In 36 months, the cheapest place to…”24:14
“the fabs today all basically use machines from like 5 companies. Yeah. You know, so. You know, you've got ASML, Tokyo Electron, KLA-Sencor”
Performance
Entry$1,350.16
Current—
Since call— pending
Confidence72%
How this was scored
Entry$1,350.16Feb 5, 2026 · 17:02 UTC · paste.trade
Horizonmulti-yearparsed as default-30d
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.