This is the most contrarian take in tech right now and there are real numbers behind it (Save this).

Claims

• China is spending hundreds of billions of dollars to build an independent domestic semiconductor ecosystem.
• Western governments are increasingly blocking ASML sales to China, accelerating Chinese self-sufficiency efforts.
• Friedberg's thesis—that China will succeed in building its own chip stack—is contrarian to mainstream Western tech opinion but is supported by concrete numbers.