Chinas rückentwickeltes Frankenstein-EUV-Chipherstellungstool hat keinen einzigen Chip produziert – das Experiment zur Aufhebung der Sanktionen ist noch Jahre von der Inbetriebnahme entfernt
https://www.tomshardware.com/tech-industry/semiconductors/chinas-reverse-engineered-frankenstein-euv-chipmaking-tool-hasnt-produced-a-single-chip-sanctions-busting-experiment-is-still-years-away-from-becoming-operational
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Bloomberg (Apr 14, 2019) — “The $18 Billion Electric Car Bubble at Risk of Bursting in China”
https://www.bloomberg.com/news/articles/2019-04-14/the-18-billion-electric-car-bubble-at-risk-of-bursting-in-china
I can’t wait for another “aged like milk” article. This time for EUV. Will look good on my list
„Reverse engineer“ is a fancy word for „steals“.
„It was built by a team of former engineers from Dutch semiconductor giant ASML (ASML.AS), opens new tab who reverse-engineered the company’s extreme ultraviolet lithography machines or EUVs, according to two people with knowledge of the project….“
Do they know it took a decade or two to go from prototype to an actual working one? By that time ASML will have released their new machine already.
The problem for them is, they can hire all the smartest people they want and still not have a functioning chip machine that is able to produce 3nm chips.
[There is a reason why China has been stealing IP from ASML.](https://www.ft.com/content/b686c84a-8d5f-46dc-af67-90cbf635170a)
[There is also a reason why the Chinese that stole the IP, magically became CEO of China’s chip industry](https://www.theregister.com/2023/10/24/asml_ip_huawei/)
Anton needs to stick to his lane. Deep dives into EUV and China’s lithography landscape isn’t his forte lmao.
There is a tendency for ill informed people to think that because China produces plastic crap that goes into Christmas crackers that they just produce junk. Efforts like this are dismissed with a ‚knowing‘ chuckle.
China can and will kick everyone’s arse once they catch up – and it’s coming sooner than a lot of people realize. They have the money to invest and the talent to do it. They also have a massive incentive to stick 2 fingers up at USA sanctions.
Knowing how complex those systems are, I am not surprised. There is a lot of scantily documented know-how involved, and you need time (and very smart people) to cover it.
Let’s make it decades. EUV was 20 years to develop for ASML in a joint effort with multiple suppliers, and was the selected design out of 4 concepts. The lightsource is one part of the problem. They would still need to solve projection without Zeiss. Which might even be a greater challenge.
Trump has been brilliant for the rest of the world. Just not in the way he and his supporters thought.
They are trying to diffuse the threat again, making it sound like years away so the western companies of critical components won’t be subjected to export control.
The general thing with China is that their „experimental“ tech that are „years away from being operational“ (according to the western mainstream media) have a tendency to rapidly become an „existential threat“ years sooner than projected.
lol we get it. Tomshardware is just another western anti-china propaganda site
Hopefully they get something up and running soon, it would be good to have some resemblance of competition. That recently ltt video on why prices are high for ram and gpus really puts it in perspective. It’s stacked monopolies
ASML is a monopoly
Zeiss is a monopoly for the lenses ASML uses
TSMC is a monopoly because of how aggressively advanced they are over their not really competitors
Nvidia are mostly a monopoly
The cope is high. The surprised Pikachu face will be the same as aways.
Damn, enough glazing in these comments to frost a very, very big cake.
I’ll believe it when I see it actually working in production
This is why the West will lose in the long run. Underestimate the Chinese too much.
Yes CIA 🤷♀️
This should really have paywall tag on it.