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Ross Gerber said China still relies on ASML chipmaking machines it cannot make itself. He added strong memory demand is reducing the impact of any one competito
BWB News TV • 2026-07-28 03:51 UTC • By Billy Odell Tucker-Robinson
Ross Gerber said China still relies on ASML chipmaking machines it cannot make itself. He added strong memory demand is reducing the impact of any one competitor and could create opportunities if markets overreact.
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