The author argues that the key to winning trade wars lies in controlling frontier supply c
The author argues that the key to winning trade wars lies in controlling frontier supply chains (Quantum, AI, Robotics) rather than low-value goods. They note that critical monopolies and chokepoints are held by foreign companies like ASML, TOWA, LPKF, and Ajinomoto, and criticize tariffing partners, suggesting instead that repairing relations and leveraging global supply chains through partners could improve trade deals.
“Trump administration is prob realizing now that the key to winning Trade Wars: Is through frontier supply chains like Quantum, AI, Robotics. Not cheap Nike sock exports. With $ASML, $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards… Since each country holds different monopolies and chokepoints needed to make each industry work. Which all happens to be OUTSIDE the US. Tariffing all our partners turned out to be not a great idea. But not too late imo to repair relations and weaponize global supply chains through partners if Trump wants better trade deals.”Original post:X / @aleabitoreddit ↗
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ASMLBullish
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ASML holds a critical chokepoint in semiconductor manufacturing with its extreme ultraviolet lithography machines, which are essential for advanced chips in AI and quantum computing.
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