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Can China build its own ASML?

nikkei.shorthandstories.com

1–10 of 98 posts

Re: Can China build its own ASML?

#3
The answer is, of course, yes. What is there to stop them? Sure, it's difficult -- but where there's a will, and where the resources of China are involved, there is most assuredly a way.

I remember when their cars were a joke, and when their cellphones were cheap trash. Now I don't think I'd buy a non-Chinese new car or cellphone, lol.

Re: Can China build its own ASML?

#5

The answer is, of course, yes. What is there to stop them? Sure, it's difficult -- but where there's a will, and where the resources of China are involved, there is most assuredly a way. I remember when their cars were a joke, and when their cellphones were cheap trash. Now I don't think I'd buy a non-Chinese new car or cellphone, lol.

Is cutting edge even necessary? If you could build the last two nodes 10x as cheaply that would be way more valuable.

Re: Can China build its own ASML?

#7
post #4

Crazy that the US had to block ASML selling to China. I would have thought they'd do that themselves to reduce the risk of reverse engineering.

Trying to prevent someone from having something they want is the best way to make them work twice harder to get it.

Re: Can China build its own ASML?

#8

The answer is, of course, yes. What is there to stop them? Sure, it's difficult -- but where there's a will, and where the resources of China are involved, there is most assuredly a way. I remember when their cars were a joke, and when their cellphones were cheap trash. Now I don't think I'd buy a non-Chinese new car or cellphone, lol.

Is cutting edge even necessary? If you could build the last two nodes 10x as cheaply that would be way more valuable.

If you have stolen IP designed for cutting edge processes you need about the same tech to produce said IP.

Producing 10x of 10-years old GPUs is not exactly useful for modern AI codebases for instance.

Re: Can China build its own ASML?

#10

The answer is, of course, yes. What is there to stop them? Sure, it's difficult -- but where there's a will, and where the resources of China are involved, there is most assuredly a way. I remember when their cars were a joke, and when their cellphones were cheap trash. Now I don't think I'd buy a non-Chinese new car or cellphone, lol.

Is cutting edge even necessary? If you could build the last two nodes 10x as cheaply that would be way more valuable.

Cheaper isn’t even required; just better scalability.
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