Maybe, but he is not lying. If a company let competition grow uncontrollably that company could find itself in the losing end of the market in a short time and cemetery of dead companies that ignored their competition exist to prove it. If Nvidia leaves the market to their competition in China is pretty logical to think Chinese GPUs companies as small the may seem today they will grow up to be pretty big companies because the demand for these products in China is not to going to go away just because an US politician wished so and to make thing even worst the absence of NVIDIA means than AI ecosystem that is not compatible with their products is going to take hold in that market and even in other markets as the Chinese will export these system, it could lock NVIDIA out of lucrative markets.
The same goes for ASML's CEO Peter Wennink when he says "Chip Controls Will Push China to Create Own Technology", why is this important? because ASML in their 40 year old history in China knows the Chinese semiconductor industry and its ecosystems better than the Chinese themselves. Most of Chinese current processes where designed in collaboration with ASML. So they know a thing or two.
To ASML knows that to leverage their competitive advantage and keep their monopolistic position they need to be anywhere and anytime were there is competition or even where it is probable competition whatever is Nikon or SMEE or China EUV or nanoimprint or new processes that minimize the use of lithography it doesn't matter they have to treat every threat as the same. They have push for open markets and they have innovate faster because if not they could probably joint the cementery of death lithography companies.
Personally, who I don't trust, overpaid think tankers and Humanity graduates self-appointed experts who have never programmed a blinking LED in a microcontroller even if their lives depended on it, who do little or minimal research. At the end of the day do the research and follow the logic. That is the only thing you have.
The same goes for ASML's CEO Peter Wennink when he says "Chip Controls Will Push China to Create Own Technology", why is this important? because ASML in their 40 year old history in China knows the Chinese semiconductor industry and its ecosystems better than the Chinese themselves. Most of Chinese current processes where designed in collaboration with ASML. So they know a thing or two.
To ASML knows that to leverage their competitive advantage and keep their monopolistic position they need to be anywhere and anytime were there is competition or even where it is probable competition whatever is Nikon or SMEE or China EUV or nanoimprint or new processes that minimize the use of lithography it doesn't matter they have to treat every threat as the same. They have push for open markets and they have innovate faster because if not they could probably joint the cementery of death lithography companies.
Personally, who I don't trust, overpaid think tankers and Humanity graduates self-appointed experts who have never programmed a blinking LED in a microcontroller even if their lives depended on it, who do little or minimal research. At the end of the day do the research and follow the logic. That is the only thing you have.
