Geopolitics

Heard some crazy stuff about how Chinese nationals were touring an advanced chip fap research lab associated with a Bay Area university, thanks to a "grant" given by a university in Shenzhen

Seems like the result of that "lucky" relationship

China is out competing ASML. 

The laser-induced discharge plasma (LDP) EUV generation commercialization push is a DeepSeek moment for lithography that I was fearful of. 

LDP is much more efficient than laser produced plasma (LPP) which ASML uses. LDP vaporizes a small quantity https://t.co/rmkmiiW9Sr

Dr. Kim (김서연)

Heard some crazy stuff about how Chinese nationals were touring an advanced chip fap research lab associated with a Bay Area university, thanks to a "grant" given by a university in Shenzhen

Seems like the result of that "lucky" relationship 
https://x.com/I_loves_deep_nn/status/1898247993121452314?s=19

Reporter and writer. I cover energy, climate change and geopolitics. Contact me via my website www.alexanderckaufman.com and subscribe to kaufman.substack.com.

I think it's pretty widely understood that China is closing the gap in "high tech" semiconductors, and will surpass the US within a few years. This is just evidence of that, exactly how competitive China is and how its not just "corporate espionage" activity anymore, but they will soon legitimately have their own Nvidia

I think this has far bigger consequences for American dominance in defense, space, finance, and thus geopolitical relevance, since all that falls out of semiconductors

What would this mean for semiconductor manufacturing?

If the hardest part is mechatronics, that's really just a matter of time since China has the most advanced consumer electronic supply chain in the world, and a boatload of very motivated people to figure it out

If it's lithography or die design, that seems like knowhow they can more easily "acquire" (or already have), using money and influence to gain necessary access

hyperbolic imo

generating the EUV light isn't the hardest part (nor does wallplug efficiency really matter?)

not that i disagree with the trend of china catching up on tech