I'd watched a video on this a coupla/few years ago and was fascinated by both ASML and Zeiss. The two companies work side-by-side and it's not an exaggeration that modern computing is reliant upon them to exist.

Which is a weird bottleneck.

Strategic Win. Same category as Iran figuring out that they don't need to send an army out and invade, they just need to prevent shipment through Hormuz. Bottleneck.

>You want? Pay me.
>You no like? Fuck you, pay me.