(https://www.marketwatch.com/story/optical-stocks-have-a-china-problem-that-most-investors-are-missing-45523981?mod=mw_rss_topstories) that Washington can't tariff away. Beijing controls the precision optics supply chain—lenses, mirrors, precision filters—that chipmakers need for advanced lithography equipment. TSMC and Samsung can't source domestically. NVDA's AI dominance depends on cutting-edge wafer fabs powered by Chinese optical components.

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