New Zeihan just dropped. Firstly, the Reuters article is straight up CCP propaganda, it's 100% fake, just another chinese psyop. 2ndly, even if it was true, it doesn't actually mean anything. It was directly reversed engineered and cobbled together via old ASML EUV parts, China didn't actually make anything themselves, they just glued a bunch of old ASML EUV parts together into a barely functional machine. They can't actually make any of the high tech parts themselves. They are still decades away from mass production of true EUV.Let's look at the timeline here. As the report states, it will be 2030 before they can produce a single chip from it. A super shitty chip with lots of defects and horrible yields as the EUV is a secondhand piece of shit, so it's not going to viable even for small scale production. It will take another decade after 2030 to improve the EUV machine until it has the performance of ASML's current EUV machines and and can actually fab 3nm nodes at a decent yield and performance.And modern fabs needs like dozens of EUV machines per fabs for mass production, with hundreds of fabs needed to produce enough semiconductors for China's needs . Even with a truly viable EUV machine, China will need to build up the supply chain to mass produce the EUV to the tune of dozens a month to catch up to ASML and TSMC's output. Which will take another 15-20 years to build up the the immense domestic EUV supply chain within China.So add everything together ann we're looking at another 30-40 years before China can mass produce 3nm chips in bulk. And of course, in the 2050-2060ss, ASML will be on next gen lithography beyond even high NA-EUV and TSMC/Intel/Samsung will be on picometer nodes. China will still be decades behind. In fact Zeihan says that 7nm will be the last major node that they will ever fab, after all as Zeihan also notes, don't forget that China is headed towards total economical and demographic collapse by 2030 anyway.
>>107619247
>Trust the 2 more weeks guyEven if I hated China at the moment I wouldn't be that stupid.
30-40 years is far too long of an estimate, the semiconductor space moves fastthey'll probably only be 5-10 years behind, like they already are, but that itself is massive in this space
Jewtube gramps needs to take his meds and go back to bed
>>107619729It's CIA glowie paid shill #584732. These people are everywhere and they get boosted to the top by the system for propaganda
>nvidia cutting non-DC GPU production, slowing down innovation and becoming a bloated government contractor instead of consumer business.>AMD and Intel will probably do the same>Valve busy working on improving game emulation on ARMyeah I'm seeing a massive opening here.China will take over PC hardware, who cares if it's 3nm or 5nm
>>107619779I agree. If China will sell me parts for less than the cost of my first born child and nobody else will, then that's who I'm getting parts from.
Sometimes I'm fond of youtube grampas who hold a camera at arm's length in public places and talk on topics. There's a sci-fi guy I particularly like who I think has the format down well.However there's a fine line between endearing, interesting to listen to and schizo; I am aware of the hypocrisy.This gentleman —if one could call him— is past the fine line into [unsolicited opinions on Israel] territory. Yes, yes, yes. He's a paid stooge and he believes in it (at least I hope he does) and it's the reverse situation the man is an agent of the Friedman types. -but at a certain point you need to draw a line in the sand and say that offering fellatio to the guard who stands watch outside Jorge Causas' sarcophogi. At a certain point, you start to radiate the ick.
