Executive Summary
The US-China tech war has created a paradox that Wall Street is missing: America's semiconductor export controls are accelerating China's path to independence rather than maintaining dependence. While markets focus on the obvious beneficiaries of reshoring, the real alpha lies in understanding that this is fundamentally a race between two different approaches to technological supremacy. China is pursuing quantity-driven engineering graduation (dramatically more electronic engineering PhDs annual...
Key Investment Opportunity
The Lithography Monopoly Play
ASML represents the ultimate 'Switzerland' position in the US-China tech war. As the only company capable of producing EUV lithography equipment necessary for advanced semiconductor manufacturing, ASML benefits regardless of which side wins the broader competition. The transcript reveals that China ...
...and 1 more investment opportunities
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