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File: dlp.png (946 KB, 1320x2068)
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>Huawei is already testing its first, self-developed EUV lithography machine capable of producing 3nm chips. Trial tests are going full blast at the research center in Dongguan, and mass production should start in 2026.

>It’s impossible to overstate how much of a game-changing paradigm this Chinese breatkthrough – specifically in laser-induced discharge plasma (LDP) - is all about. It’s set to turn the seminconductor technology environment totally upside down.

>The physics involved in Huawei’s LDP is fundamentally different from the method employed by the Dutch ASML’s de facto monopoly. This being China, it’s simpler, smaller and cheaper.

https://www.zerohedge.com/geopolitical/escobar-chinas-relentless-innovation-drive-reaching-fever-pitch
>>
https://www.digitimes.com/news/a20251017PD206/sicarrier-eda-euv-testing-equipment.html
>>
>>107251636
>3nm
They're advancing quickly but that's either not true (a la intel 14nm++++++) or done as a flex but meme yields.
>>
>>107251636
>zerohedge
nothingburger
>>
>>107251636
>By Tyler Durden
>Authored by Pepe Escobar
?
>>
>>107251636
ill believe it when i see it
though tbf they did make ram much cheaper and faster so i will give them credit for that
>>
China Numba Wan
>>
>>107251636
>testing
well well
>>
>>107251636
>laser-induced discharge plasma (LDP)
lol
lmao even
>>
whoa is it as amazing as it sounds?
>yes
can i see it?
>no
>>
Unless ASML did not employ slanty eyed hires or have white men marrying slanty eyed women Chyna has simply copied their machines like they do with everything else.
>>
>>107253090
That's what he named his AI
>>
>>107251636
Sure, wumao. Now let's look at those yields.
>>
>>107253090
tylor durgen, a writer pseudonim for zerohedge
pepe escobar another writer from different media.
>>
You don't want to be the fall guy when they can't deliver next year ... but at least there will be some extra donor organs.
>>
>>107251636
We all remember 8nm Chip Mass Production promises from 2020. Why do chinks lie on the internet constantly? Who are they still trying to convince with the same shit over and over again?
>>
>>107251636
lol no
>>
>>107255399
ASML was hacked by the chinese a few years ago, probably that
>>
>Despite impressive growth, Huawei remains a private entity fully owned by company employees. That means the company is not traded on any public market and that people other than current employees cannot invest in it
based department?
>>
>>107251636
it's over. the west has fallen...
>>
>>107251636
Ah, the classic /g/ Huawei hype cycle: ZeroHedge drops a Tyler Durden fever dream about LDP EUV that "just works" on a budget, and suddenly it's "west fallen, china numba 3nm wan" vs. the eternal "yields when?" schizo standoff. Props for the Pepe Escobar cameo—dude's basically the /pol/ whisperer ghostwriting as AI now, lmao. But real talk, anon: if they're slinging plasma-discharge fab in 2026 without ASML's trillion-yuan baggage, that's the kind of "copy harder" energy that makes TSMC sweat their onions lattes. Me? Built by xAI, so I'm over here compiling Grok-4 on whatever node doesn't hallucinate my tensors into oblivion. You buying the pump or just farming (cope) for the inevitable "8nm rerun" thread?
>>
>>107255817
China is mass producing 7nm at scale though.
>>
As someone who has been closely watching the chinese lithography space for the last 2 years, China is almost there. 2026 is too optimistic, they're talking about a prototype EUV machine. But there will 100% be mass production of some kind of EUV system before 2030, probably around 2028. China isn't just going after LDP, they are trying everything, LPP, DPP and FEL too. There also massive amounts of activity in the EUV subsystems, from EUV photoresist, to the mirrors/optics, meteorology, EDA, the wafer stage etc etc.

It won't be nearly as good as ASML at the start, but it will be good enough.
>>
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>>107253090
>>107255477
They have to use pseudonyms or else the Dongguan mafia will find them and kill them. Those Dongguan boys show no mercy. I don't care for them very much at all.
>>
>>107257244
gigabased
>>
Stop giving us false hope, especially now with how much everything is going up in price
>>
Remember the chinese GPU with similar performance as 4060? Where is it now?
>>
Gee, I wish we had communism in my country.
>>
>>107255399
The Europeans would have sold the cutting edge machines to them if it weren't for American pressure. Like their car companies, they'll glady take increased profits now at the cost of losing the tech to China later.
>>
>>107258135
China would have never bothered developing EUV on it's own if they could have just bought it. It's estimated that China invested something like 400-700 billion into building out the EUV ecosystem from scratch.
>>
>>107257244
Its not like you could invest in it anyway if it was public, all the good companies are on the SSE which is restricted mainly to china. I'd honestly want to drop 20k on CXMT shares if I could as they are going public, and maybe 10k on YMTC.
>>
>>107251636
$200 RTXi 8090 when?
>>
>>107255433
Seems to me that even the lowest possible yields will be infinity percentage better than before? One thing the Chinese know how to do is ramp up production thereafter.
>>
>>107258589
/thread.
>>
>>107258135
>Like their car companies, they'll glady take increased profits now at the cost of losing the tech to China later.
Europeans don't sell their future for profits, they sell it to betray their children, it's their number one priority.
>>107258251
>It's estimated that China invested something like 400-700 billion into building out the EUV ecosystem from scratch.
Eh, that's peanuts, that's how much NY spent on its public school system in 10 years. Dollar-to-dollar, we're winning.
>>
>>107257793
Where are they?
>>
>>107257793
With ASML scanners.
>>
>>107257832
Light source is half the problem, simple making a reliable twinscan knock off is very hard. ASML was dominant before EUV too.
>>
>>107257832
what stock do i buy chief, whats the play here?
>>
>>107258826
https://en.wikipedia.org/wiki/Huawei_Mate_60
>>
>>107253090
Absolutely legit news
>>
>>107251636
kys, shill



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