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fillooooyesterday at 10:52 PM3 repliesview on HN

Sure, if they've got production grade EUV, but right now they don't even have production grade DUV.

I'm also sure they can go as far as 5nm like SMIC if they really wanted to, since it's strategic for China, but the cost would only be justified if the current cycle lasts long enough.


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direwolf20today at 12:08 AM

I was corrected elsewhere when I thought RAM was more expensive 10 years ago. RAM was actually cheaper 10 years ago, when it was DDR3/DDR4 too. If any company can replicate the 10 year old SOTA, they can bring prices down.

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beAbUtoday at 1:32 PM

Continue to dismiss China at your own peril.

justapassengertoday at 2:16 AM

China has a luxury of being able to not really care about the cost when it comes to what they view as a strategic advantage.

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