(https://www.cnbc.com/2026/06/11/elon-musk-addresses-asml-employees-pushes-into-chip-manufacturing.html) on chip manufacturing ambitions, but here's what nobody's pricing: the same geopolitical forces crushing energy supply chains are about to hammer semiconductor equipment exports. ASML's $95B capex thesis assumes frictionless access to Dutch lithography—except Trump's already signaling China export restrictions will expand.

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