Executive Summary: Non-substitutable semiconductor chokepoints—ASML EUV monopoly, U.S. EDA, Japanese materials—form a “silicon testudo” raising China’s invasion costs via global value chain interdependence. Official sources confirm ASML sole EUV provider; China’s 15th Five-Year Plan targets breakthroughs but lags in full integration. U.S. export controls and CHIPS Act (~$52.7B) drive partial self-sufficiency while short-term deterrence persists. … Leggi tutto Chokepoints Deter Taiwan War: ASML/TSMC Silicon Testudo