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Notes -
Admittedly I am only skimming on what Asianometry presented on Youtube about Asian tech but his assessment is that big names mean very little in the EUV space. Lithography and chip fabbing are incredibly complex industries that are beyond the ability of a singular genius to sway. You need a team of geniuses in a vertically integrated industry with solid government backing and private investment to get anywhere.
Even China can't outbid the entire world for RAM and CUDA cores. Selling to themselves in a closed market forgoes a lot of profit on the international market and will only make prices go even higher. A lot of capital is being sunk into this next frontier of Great Power competition and the West has a great deal of control of the technologies that make it possible.
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