[blackoil]

40nm prediction must be based on that apart from EUV even DUV export will also be banned. That will be bad and China must be stockpiling everything it can before that happens.

> I think in a few years the tech war will be obviously lost.

I think the idea is to extend the no. of years lead US+ has. China will have to replicate one of the most complex supply chain ever seen. They will use all measures possible so would be interesting to watch.

[quantum_state]

If the Chinese don’t screw up themselves, with the size of the market, they may just take a fresh look at the entire approach for information processing substrate and do something completely new instead following the legacy and cumbersome supply chain …

[monocasa]

They already have indigenous 28nm DUV steppers in high volume production.

SMEE jumped straight from 90nm to 28nm and I think it caught a lot of the talking points off guard.

[throwaway4good]

Yes. And I think that is why the Dutch are still selling to them (contrary to what they promised the us); cutting them off from asml duv at this point won’t do any damage other than to asml.