KK7NIL
19 hours agoSo the EUV blockade has absolutely been effective and the fact that the PRC is paying so many shills to convince westerners otherwise just shows how behind they are.
TrainedMonkey
18 hours agoop00to
18 hours agotracker1
17 hours agoayewo
16 hours agoApple disrupted Nokia and Blackberry. ARM is currently disrupting Intel.
What if someone lands on a break-through using a completely different tech: what if X-ray lithography [1] becomes viable enough that they don’t have to acquire state-of-art EUV machines from ASML?
[1] X-ray lithography was abandoned in the 80s but it is being revisited by Substrate https://substrate.com/our-purpose. They are an American company that hopes to make it commercially viable by being cheaper and far less complex than EUV.
immibis
17 hours agobeloch
17 hours agoMy guess is that China will be highly reluctant to restrict exports of manufactured goods going forward. Doing so would directly threaten their own power base, just as the Trump administration's actions are currently taking a sledge hammer to the U.S.'s power base.
Ultimately, this kind of power is illusory. If you ever use it, you lose it.
enaaem
13 hours agopaulddraper
18 hours ago(from context)
JumpCrisscross
16 hours agoThe best example with China is actually their rare earth wolf warrior bullshit. It’s taken a lever that could have been decisive in a war and neutered it.
general1465
19 hours ago