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ASML, China & the Chip War: How One Dutch Company Is Shaking Up Global Power by cl's Workspace

OUTLINE:

00:00:00 The Dutch Company at the Center of the Chip War
00:00:18 The Dutch Dilemma
00:01:26 The Consequences of Isolating China
00:01:58 China's Breakthroughs and the Limits of Sanctions
00:02:50 ASML's EUV Machines
00:04:06 Economic Realities and the Stakes for ASML
00:05:29 Caught Between Superpowers
00:06:31 Retaliation and Rapid Progress
00:07:30 Cracks in the American Strategy
00:08:17 Sanctions, Workarounds, and the Acceleration of Chinese Independence
00:10:04 A Paradox for the Netherlands
00:10:43 A Geopolitical Earthquake in the Western Alliance
00:12:56 The EV Race and the Semiconductor Bottleneck
00:14:33 A Realignment of Global Semiconductor Trade
00:16:05 ASML's Existential Dilemma
00:18:08 Technology and Economic Power
00:19:39 Fragmentation or Integration?
00:21:00 The Stakes for ASML, the Netherlands, and the World