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K
One more interesting thought - given the additional application specialization we're seeing in data center hardware that leverages...
Dec 25, 2025
K
I'm all in favor of the new generation of SMRs (small modular reactors) if we can commercialize them quickly. There are something like...
Dec 25, 2025
S
what do you think about nuclear power? seems to be the only high density power source. we are generations ahead now in technology to...
Dec 25, 2025
K
Fair enough - data centers aren’t the problem. These peakers, especially the dirty oil ones, were on their way out, likely to be...
Dec 25, 2025
K
That’s true, but all they need is 1 or 2 of something for that. Maybe not possible to smuggle in EUV litho systems, but certainly...
Dec 25, 2025
K
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 25, 2025
K
It’s a real shame we have to put the nearly-retired peakers, especially the most heavily polluting 10% that run on oil, back in service...
Dec 25, 2025
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 25, 2025
The more money they spend buying imports allow less money for developing home grown solutions and the more money foriegn companies make...
Dec 25, 2025
The argument isn’t completely wrong, but it overstates how cleanly money substitutes for capability. Buying advanced chips and tools...
Dec 25, 2025
In the name of national security, there is no limit to how much money can be spent on the semiconductor industry under the Chinese...
Dec 25, 2025
S
EUV spare parts shouldn't be floating around since the customers would need all they can get and ASML also has to keep track of them...
Dec 25, 2025
In the name of national security, there is no limit to how much money can be spent on the semiconductor industry under the Chinese...
Dec 25, 2025
Just after the Lunar New Year, China’s dark-horse AI model DeepSeek—touted as enabling “low-cost model training”—briefly sent a chill...
Dec 25, 2025
2025 marked a year of sharp reversals for Taiwan’s AI supply chain. Early concerns over a low-cost Chinese “dark horse” AI model gave...
Dec 25, 2025
Like.
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'...
Daniel Nenni reacted to Xebec's post in the thread Advanced Chips to China could cripple Chinese suppliers? with
hist78 replied to the thread Advanced Chips to China could cripple Chinese suppliers?.In the name of national security, there is no limit to how much money can be spent on the semiconductor industry under the Chinese...