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aurareturntoday at 2:29 PM2 repliesview on HN

China is gated by not having EUV machine access. They're also bottlenecked by ASML's DUV machine production like everyone else. There are already talks of banning China from even purchasing DUV machines from ASML.

So until China solves the ASML problem, there won't be any flooding.


Replies

Catloafdevtoday at 3:01 PM

>until China solves the ASML problem

Which they are in progress on: https://www.reuters.com/world/china/how-china-built-its-manh...

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HarHarVeryFunnytoday at 2:42 PM

> There are already talks of banning China from even purchasing DUV machines from ASML

A bit late for that now that they are moving into early production with their own.