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HarHarVeryFunnyyesterday at 3:58 PM1 replyview on HN

They've overcome every hurdle to go from nothing to having working machines, so all these questions are presumably a matter of how fast they will improve and ramp up production (initially 5 this year, 20 next year), not whether they will.

China have been really squeezing all they can out of DUV machines, but I'm not sure how much node size really matters for AI competition - more of a cost issue (more chips/power for same FLOPs) than anything, and TSMC & NVIDIA's healthy profit margins need to be considered too.


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aurareturnyesterday at 4:22 PM

I'm well aware of how good China is at manufacturing. However, DUV/EUV machine manufacturing is unproven.

What is the timeline like? 1 year? 5 years? 10 years?

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