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.
>>524038065This dude is such a loser. Always on about China being on the verge of collapse while his own country collapses around him
>>524038271But Israel is doing just fine
>>524038065OP is a massive fag spreading propaganda. That dude is never right.
>>524038065america will be 1/3rd white by 2050do you really think it will be able to keep up with CHYNA?
>>524038065Is this one of those 2 MORE WEEKS youtube channels
>>524038065Me: has actually done stuff for TSMC before as an outside contractor.Zeihan is a cockgobbling retard, but I'm not in the slightest bit worried about China being able to produce 3nm chips any time soon. It doesn't happen just because they made or stole one machine, there is an entire process they have to figure out, and parts of that process are so difficult that even Intel and Samsung haven't caught up to TSMC.Unless China invades Taiwan or kidnaps TSMC staff, they're going to have to figure out a shitload of stuff to ever get it working, and China is a country that only recently figured out how to make ball-point-pen balls.I ain't gonna hold my breath.
>>524040285No, it's THE 2 more weeks youtube channel. This nigger has been doing this for longer than youtube has existed. China has been 2 weeks away from collapsing for over half his life time now, and that's how long he's been claiming that.
>>524040413>China is a country that only recently figured out how to make ball-point-pen ballsonly 4 countries in the world can make those
>>524040413The EUV thing is stepping on ASML's toes, not TSMC.
>>524038065Japan is also the only nation that supplies the Etching Acid that are pure enough to work on ASML EUV Photolithography, and Japan will not supply China unless authorised.
>>524038065>ZeihanWho is going to post it?
>>524038065
