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the 1st principle solution has always been innovate faster than anyone else. we need to fix self-inflected wound like regulation now
Dec 18, 2025
China has been doing its own EUV work using the synchrotron at Shanghai. Assuming it has access to SPIE papers (there are also SPIE...
Dec 18, 2025
Agreed that with the move to chiplets, packaging becomes the new frontier, e.g., the Ascend 910C and future versions. In China...
Dec 18, 2025
Packaging tech should be easier to "catch up" than EUV, no?
I am sure a lot from HW or the Party is propaganda to drum up confidence...
Dec 18, 2025
B
Packaging tech should be easier to "catch up" than EUV, no?
I am sure a lot from HW or the Party is propaganda to drum up confidence...
Dec 18, 2025
S
Looking back at how Intel lost it's dominance, it's almost as if someone came from the future to sabotage the company:
- 2005, Intel's...
Dec 18, 2025
F
Agreed that with the move to chiplets, packaging becomes the new frontier, e.g., the Ascend 910C and future versions. In China...
Dec 18, 2025
F
I was hoping China would come up with an alternative to EUV rather than copy it. That is how we progress as an industry.
Dec 18, 2025
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...
Dec 18, 2025
My understanding is that Samsung requires QCOM to make their processors on Samsung processes for internal use. In the old days Samsung...
Dec 18, 2025
I was hoping China would come up with an alternative to EUV rather than copy it. That is how we progress as an industry.
Dec 18, 2025
F
China has been doing its own EUV work using the synchrotron at Shanghai. Assuming it has access to SPIE papers (there are also SPIE...
Dec 18, 2025
I was speaking of logic, I'm not a memory guy. Sorry, I cannot imagine SMIC catching TSMC, never ever never ever ever.
Dec 18, 2025
K
No something even "better" - Fusion of hydrogen-boron (a.k.a. p-B11 or p11B) using an advanced beam-driven Field-Reversed Configuration...
Dec 18, 2025
K
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...
Dec 18, 2025
Daniel Nenni reacted to swka's post in the thread Exclusive-How China built its ‘Manhattan Project’ to rival the West in AI chips with
Like.
the 1st principle solution has always been innovate faster than anyone else. we need to fix self-inflected wound like regulation now
Xebec reacted to Daniel Nenni's post in the thread Sanders pushes for moratorium on AI data center construction?!?!?!?! with
Haha.
It just seems like a big red flag and if you look at the TAE investors they should know better. Or maybe they know something we do not...