general1465

19 hours ago
The more USA is going to use this leaver, the likely they will make this leaver useless in the future. Like with China, when they overused chips leaver which stunted China for a while, but eventually gave them a way to establish their own chip industry. Now that leaver is becoming effectively useless. It will ends up same with EU.
The best China has is an internationally uncompetitive "7nm" fab and that's the best they'll have until they can manufacture EUV machines domestically.

So 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 ago
I noticed that people love pointing how far AI field has advanced in a few years and extrapolate next few years. While at the same time being dismissive of Chinese semiconductor manufacturing process. In similar vein I also remember claims that TSMC Fab in Arizona can never work, and yet it does. So I don't know man, I wouldn't underestimate what a billion of enterprising people can do. Especially when paired with the system that has a pipeline of funneling smart people into elite schools.
Underestimating China seems like a really, really, really stupid thing to do.

tracker1

17 hours ago
I don't think the US is underestimating China... I do think that the US is preemptively shoring up a domestic posture against long term changes. It would be a pretty bad strategy to continue to outsource everything and continue to see a massive trade imbalance with the outside world for a prolonged period of time.
You are ignoring the possibility of technological disruption.

Apple 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.

Okay? There's a lot of chips you can make that aren't the cutting edge. You don't need a 4090 to do AI, as evidenced by all the AI we did before the 4090. You definitely don't need a (random Intel chip) 14900HX to do general-purpose computing, as evidenced by all the general-purpose computing we did before the 14900HX.
It's directly analogous to China issuing export bans. They tried this with critical minerals. Critical minerals aren't actually all that uncommon. They just weren't being actively extracted in most places. Now many extraction projects are starting to roll around the globe because it has become clear China was willing to use access to them as leverage.

My 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.

Tech is often a winner takes all market, but this will go out of the window if it is seen as a national security issue.

paulddraper

18 hours ago
s/leaver/lever/g

(from context)

JumpCrisscross

16 hours ago
> Like with China

The 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.