China will surprise in the future of Chip making for one simple reason.

ASML and the Netherlands cannot afford to follow strictly U.S. demands on export controls. This is especially true with the recent antics of the Trump administration and the EU.

This means that ASML talent and technology will accelerate China's capabilities faster than anticipated.

Chipmaking tool biz ASML plans to open a new facility in China this year amid rising trade tensions between Washington and Beijing.

Trump has no idea what he has just done. But the decades will show ASML IP and technology in Chinese hands way sooner than it expected. Which actually changes everything.

China will soon have the capability of building its own ASML.