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This thread got so sidetracked by arguments about GDA and "America #1" but this
Is one of the biggest (arguably, the biggest) stories of 2025. The whole story of the West vs China is that we dominate in cutting edge tech, and they might manufacture a lot, but our qualitative advantage sustains our dominance. EUV (and mono-crystal jet turbines) are the poster children techs for "China may have an order of magnitude more industrial output, but they don't have our X!"
Now that paradigm is falling apart, it's scary.
Admittedly I am only skimming on what Asianometry presented on Youtube about Asian tech but his assessment is that big names mean very little in the EUV space. Lithography and chip fabbing are incredibly complex industries that are beyond the ability of a singular genius to sway. You need a team of geniuses in a vertically integrated industry with solid government backing and private investment to get anywhere.
Even China can't outbid the entire world for RAM and CUDA cores. Selling to themselves in a closed market forgoes a lot of profit on the international market and will only make prices go even higher. A lot of capital is being sunk into this next frontier of Great Power competition and the West has a great deal of control of the technologies that make it possible.
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I have to confess that I do not have much trust in Chinese media accurately reporting on this matter, nor do I trust Reuters - what/how would they actually know? What other evidence is there, even if only circumstantial, that would suggest there has been real progress toward developing domestic EUV capability in China?
R&D in different sectors can be extremely different, but at least in the sectors I’m familiar with, I’m not very impressed by the current academic and research culture in China. It is certainly better than in 2015, as more and more people trained in the US, Germany, or elsewhere have returned to China, and creating some shift within academia and shifting from publishing papers in shitty predatory journals to producing higher quality research and technological development at least in Peking, Tsinghua etc that can rival the “west”. But considering how the broader academic culture continues to treat people like candles, burning them up and then tossing them in the trash, I don’t think this creates a good culture or working environment for many of the most ambitious and talented researchers. Maybe I’m wrong and corrupted by the west and turned into a soft-hearted baizuo already, and with enough talent China can afford to waste precious human capital like this (e.g. this or this (Chinese) or this (Chinese)), but I’m not terribly convinced.
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Sputnik was a big story, Soviet technical competence was not. It will be a big story when we see deliveries of machines, first wafers, first chips. I allow that I may be wrong and trust the wrong sources. 2028 for first risk production seems plausible right now. Hopefully it will be resolved one way or another.
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