The US just (https://www.cnbc.com/2026/08/19/china-ai-nvidia-chips-us-export-controls.html) where Chinese AI firms access Nvidia's best silicon overseas. Everyone's focused on $NVDA's revenue trajectory. But that's backwards. The real geopolitical choke point isn't the chip—it's the *fab*. Taiwan's $TSM and the Dutch $ASML (which controls 95%+ of extreme ultraviolet lithography) are the actual leverage points.

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