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If you ask PRC shills, it's just around the corner because this one Chinese lab demonstrated a very small part of the system. And a surprising number of westerners fall for that crap.

My guess is that it's at least 10 years away, but that could obviously change depending on what resources they're willing to commit. But even at that point they'll be 2 decades behind ASML's EUV tech so it probably won't be competitive.





> If you ask PRC shills

GP must have been asking for the non-PRC shill opinion.

> My guess is that it's at least 10 years away,

That doesn't sound at all like a lot. China has a uniquely effective industrial espionage... industry, combined with a very thick geopolitical skin and disregard for international demands. This helps accelerate any process that others have already perfected.

We'll start to see the real deal if/when China eventually catches up to the leaders in every field and the only way to pull ahead is to be entirely self propelled (you can't take advantage of someone else's draft when you're in front of the pack).


I think you may underestimate the ability of China to abuse industrial espionage at scale.

There are things which needs time, even with all or almost all the information at hand, just like with atomic bomb. I’m not sure whether this case similar to that, but that ASML in front for so much time indicates that their moot is probably not just information.

The US finished developing a nuclear bomb in 1945, by 1949 the Soviet Union had their own. I agree that it is probably not the same, there are a lot more moving parts in modern chip design. In fact, I have no idea how close Chinese companies are to developing SotA chips. But I do see China being consistently underestimated in western media and think tanks, so my intuitive reaction would be to cut that timeline in half if it is what western experts believe to be plausible.

See also: military jet engines. They can't replicate high end engines from Pratt & Whitney or GE even though I'm guessing Chinese intelligence services have a huge amount of relevant information. I don't know why that is.

It's probably hands on experience that's missing. Even with the all the technical details, often times there's practical details on using this machine or tiny tweaks that need to be made to get it working well.

You cannot lead if you only copy.



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