Скачать или смотреть The Physics Monopoly Behind the World’s Most Advanced Chips

Some economic moats aren’t built on branding or pricing power — they’re built on engineering so complex it borders on the laws of physics.

In this video, we break down the extraordinary partnership between ASML and TSMC, two companies that quietly control the foundation of the modern digital world: advanced semiconductor manufacturing.

You’ll discover:

🔹 The ASML Advantage
Why ASML is the only company on Earth capable of producing EUV lithography machines — the critical technology required to manufacture cutting-edge chips at 5nm, 3nm, and beyond.

🔹 TSMC’s Global Utility Model
How TSMC evolved from a contract manufacturer into a global utility monopoly on compute, powering Apple, NVIDIA, AMD, and nearly every major AI and tech company.

🔹 The Physics Monopoly
Why this dominance isn’t the result of market manipulation or regulation — but of physics-level engineering barriers that competitors simply cannot replicate.

Together, ASML and TSMC have created an unbreakable grip on the global semiconductor supply chain, not through strategy alone, but through technical impossibility.