AMSL's primary disadvantage
If it's proven that something is possible but the sauce is secret then SOMEONE ELSE will independently invent it by simple dint of having a target to aim at (eg: According to modern analysts, the Soviets were _at worst_ 18-24 months behind USA in developing the atomic bomb even without the spying that went on)
That may occur via replication or may be due to an entirely different discovery that gives the same result - in an number of cases (eg: transistors) the alternative methods (junction and then thin film) may turn out to be magnitudes more scalable (There's never been a point contact integrated circuit as one example)
If AMSL is able to do business in China there's vastly LESS pressure on researchers to come up with independent alternatives to EUV lithography - and if the Chinese manage to do so (eg: perhaps by perfecting electron beam litho at scale) the resulting flood of competing lithography devices will likely put them in danger of going out of business