Huawei, SMIC, 7nm, H800, Domestic AI Capabilities, ASML, MediaTek, Qualcomm, Apple, RF Capabilities, Potential Sanctions

I suggest you guys read the article before commenting or voting based on the title.

  • Skull giver@popplesburger.hilciferous.nl
    133·
    1 year ago

    Lots of claims in this article, most of them backed up by links to articles written by the same author. This is probably a monetisation strategy for a Substack blog, but I’m not going to take this guy’s word for it.

    Either way, all of the future progress still hinges on exports from companies like ASML and Nvidia. ASML has already been banned from expiring certain technologies to China to prevent 5nm chips from falling into the wrong hands, and that export ban will just cover more technologies if China does find a way to use alternative processes that produce a similar result. As far as I can find, that ban includes both EUV and DUV equipment. If this Chinese workaround has any merit to it, expect the export bans to also start including older DUV equipment

    Until China, or any other company for that matter, can replicate what ASML is doing, the future of chip control very much lies in western hands. If China’s aggressive response to the export restrictions are anything to go by, they’re not there yet.

    • ink@r.nfEnglish
      5·
      1 year ago

      This is the same drivel that people and “analysts” were saying when the sanctions started. And look what they’ve accomplished in this short duration. They just have to eat a part of the market, even if it is inside their own country. There’s much more to the market than just 5nm chips.

      . If China’s aggressive response to the export restrictions are anything to go by, they’re not there yet

      But the restriction set on China were so fair, right? Could it be because they are confident. no wayyyyy, that can’t be.

      I mean fuck the CCP but there’s some serious copium going on.