alt Hacker NewsI wish them luck.
The other major DRAM makers use ASML machines, and I’m curious how competitive CXMT will manage to be without them.
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tooltalk • yesterday at 6:34 AM
China was the largest buyer of ASML systems last quarter, or about 45+%. DRAMs don't need EUV (yet?)
No DRAM manufacturer I know of uses ASML. DRAM is several years behind on lithography due to complexity/differences.
Outside of that, I hope China can manage to obtain a foothold in silicon, the world, especially NVIDIA, Micron, Hynix, etc. definitely needs a wake up call. The AI world was spooked when China released an MIT licensed LLM model that outperformed others in many metrics at the time, let us hope that others can follow on this success.