How China built its ‘Manhattan Project’ to rival the West in AI chips
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Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#2A better title would be "New EUV light source built in Shenzhen". Light source said to be working, not fabbing chips yet. Few technical details in the Reuters article.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#3A better title would be "New EUV light source built in Shenzhen". Light source said to be working, not fabbing chips yet. Few technical details in the Reuters article.
They built the project, the bomb hasn't gone boom yet though.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#4A better title would be "New EUV light source built in Shenzhen". Light source said to be working, not fabbing chips yet. Few technical details in the Reuters article.
They built the project, the bomb hasn't gone boom yet though.
There's a lot of machinery for moving the wafers around precisely in vacuum. But that's ordinary engineering, although the speeds at which ASML moves wafers are impressive.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#5I'd argue ASML's moat isn't the machine itself but the ecosystem: Carl Zeiss optics, decades of supplier relationships, institutional knowledge.
This is clearly a significant achievement, but does anyone with semiconductor experience have a sense of how far "generates EUV light" is from "production-ready tool"?
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#6I'd argue ASML's moat isn't the machine itself but the ecosystem: Carl Zeiss optics, decades of supplier relationships, institutional knowledge. This is clearly a significant achievement, but does anyone with semiconductor experience have a sense of how far "generates EUV light" is from "production-ready tool"?
I agree. They have a long way to go. There is also something happening in Shanghai but I don’t know the progression.
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#7This article is more skeptical:
https://www.tomshardware.com/tech-industry/semiconductors/ch...
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#8archive link??
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#9archive link??
It's quite easy to do it yourself - just open archive.is and paste the original URL in.
FWIW, this seems to be a Reuters report reprinted in Japan Times. Previous HN discussions got just a couple comments:
https://news.ycombinator.com/item?id=46301877 https://news.ycombinator.com/item?id=46307819
Re: How China built its ‘Manhattan Project’ to rival the West in AI chips
#10Seems like demographics, AI, and tech parity are converging on a Taiwan takeover attempt in the 2027-2030 timeframe.