A second EUV supplier has top unlock value but is not an outside fund's node: China's Big Fund is deploying $48B with lithography an explicit target, so money is not what this node lacks, and a fund steered by many cannot speed a state mission.

Evidence 1 passage

• groundsSource document

  China’s key national-level funding vehicle, the Big Fund, is looking to deploy $48 billion in its third phase, with photolithography as an explicit target.

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