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A lead in installed robotics! Ah! Why do you think that this particular race is so important? 1

Footnotes

  1. Asking because, per the reports I linked you, which no doubt you read, you can see that Japanese and European top robotics manufacturers are selling to China. Especially for Fanuc this is interesting: China is their biggest market in 2025 (thus far). So although you're right that China has the largest installed base, even Chinese high-end fabs use foreign robotics, this is well known, and is only increasing.