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by blackoil
227 days ago
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Chip making is one of the unique tech which is at the farthest end of humanity's engineering capabilities. Not just ASML, its entire supply chain is full of extremely precise components which 1 or 2 companies have mastered. e.g. the mirrors used are so precise that if scaled to size of earth tallest mountain will be 1cm high. Sure China will make it one day and maybe will beat rest of the world, it is not given to be in near future. |
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"Samsung is a major buyer of Japanese chemical companies producing fluorine polyimide used to make flexible OLED displays, as well as resist and etching gas needed in the semiconductor fabrication process."
Samsung's CEO went to Japan to try and secure Japan's chemicals back in 2019 during the bad blood between South Korea and Japan.
China will have to take on the entire supply chain from chemicals, machines and talents if they want to avoid a chokehold. That's a very tall order.