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C
100% agree with this take. China doesn't need to be leading edge. If they get to N-1 or even N-2, it can also break the economics of...
Dec 24, 2025
C
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...
Dec 24, 2025
C
I think it's really impossible to prevent China from getting their hands on the technology. At this point EUV has been commercial for a...
Dec 24, 2025
A
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...
Dec 24, 2025
S
Like EUV in early 2000s 🤣
Dec 24, 2025
S
EMIB - nearly ALL Intel Xeons FROM 4th generation Xeon CPU except for monolithic one
CoWoS - AMD/NVIDIA GPU (MI 250/300/350) NVIDIA DC...
Dec 24, 2025
M
Major OSATs can do all advanced packaging and have been proposing it for years.
They are doing subcontracting for some major players...
Dec 24, 2025
M
Silicon photonics was clearly needed and was going to transform datacenters.
.... In 1995, 2005, 2015.
Someday it will take over...
Dec 24, 2025
S
100% YIELD also i doubt it's at 44% rn should be mid 60-70% from the rumors i have seen for PTL 🤣 🤣
Dec 24, 2025
F
This is how it would look like, best case:
Dec 24, 2025
S
The argument isn’t completely wrong, but it overstates how cleanly money substitutes for capability. Buying advanced chips and tools...
Dec 24, 2025
F
I had been wondering for a while how China could possibly get ASML EUV parts through sales. Now it seems there might be an answer...
Dec 24, 2025
A
The more money they spend buying imports allow less money for developing home grown solutions and the more money foriegn companies make...
Dec 24, 2025
A
I think it could be a 'wash' in terms of slowing them down.
China developed it's own WiFi standards, a few years after using 'foreign'...
Dec 24, 2025
S
we don't know their binning strategy as well and MP has already started in Fab 52
Dec 24, 2025
Like.
I believe that we are making a mistake by focusing on when China catches up with the "best in class" technology available in the west...