My original estimate of when our semiconductor industry will collapse was about 8 years. That was before I found out that Huawei filed an euv patent in November that just came to light a few days ago. That makes them the only company on the planet that can fabricate and design advanced chips with euv from start to finish completely independent of Western technology. Currently it's only capable of about 13.5 NM which took us decades to get here. Huawei essentially took months. Hard to say if $NVIDIA Corp(NVDA)$ will still have much of a technological moat left five years from now. Before Trump weaponized our software and hardware which killed Huawei's smartphone domination and slowed down their 5G advancement it failed to hurt them financially. And now they're poised to come after our entire chip industry. They're actually only one of many who will be competing against us as each year passes. I'd buy Huawei's shares if they had any. Unfortunately for investors they're a private behemoth company.