Do they need EUV to make RAM? Doing a small amount of searching leads me to 2025 press releases from companies saying they're first to a new process node, and mentioning EUV like it's an innovation.
I assume they could scale faster with more machines of the older, more understood, lithography technology.
In the coming years, EUV mastery will almost certainly be necessary to impact the global RAM market. For context, Samsung started using EUV for DDR4 in 2020. However, DDR4 is generally fine without EUV, it's just as you move into producing the latest DDR5 and HBM3 RAM, the "multi-patterning" techniques that CXMT uses in lieu of EUV result in very low yields (economically uncompetitive). It might be possible to use ultra-low PPP to simply outproduce the rest of the world at competitive prices and maintain reasonable margins. For example, it can cost 10x more in CapEx to build a chemical plant in the USA vs. China. With respect to marginal profits, if China's solar ambitions result in extremely low cost of electricity, their cost for synthetic fused silica could end up being very cheap, and potentially use electrical plasma chemical vapor deposition to create super high quality truly anhydrous silica (if electrical plasma chemical vapor deposition is used). A low price for synthetic silica would also allow CXMT to be competitive at lower yields than EUV achieves.
But over the next 5 years as technology marches on, and high tech RAM production moves from EUV to High-NA EUV to Hyper-NA EUV processes...multi-patterning will likely cease to be feasible. So while China is very much on track to achieve truly astonishing RAM market impact from 2025 to 2030...it then hits a pretty hard wall and China really will need to finish developing and deploy EUV at scale over the next 5 years to achieve market impact past 2030.
I personally wouldn't bet against China achieving a well-scaled EUV deployment by 2030. It's not guaranteed by any means, and reasonable minds might be skeptical because EUV is fucking hard. But they're doing all the necessary things to achieve it: poaching the right engineers from ASML and TSMC, stealing technical documents, funding it generously, and removing red tape. China reported that they got EUV working in pilot plants by the end of 2025, and those reports are considered credible. Another 5 years to polish their EUV tech and scale out EUV deployment seems very reasonable to me.
I have noticed similar phenomena with Claude, where its vocabulary subtly shifts how I think/frame/write about things or points me to subtle gaps in my own understanding. And I also usually come around to understand that it's often not arbitrary. But I do think some confirmation bias is at play: when it tries to shift me into the wrong directions repeatedly, I learn how to make it stop doing that.
It definitely adds a layer of cognitive load, in wrangling/shepherding/accomodating/accepting the unpredictable personalities and stochastic behaviors of the agents. It has strong default behaviors for certain small tasks, and where humans would eventually habituate prescribed procedures/requirements, the LLM's never really internalize my preferences. In that way, they are more like contractors than employees.
It's dumb because there are two types of hyper/hypo-gonadism. "Primary" hypergonadism is where you have way more of the hormone in your blood stream. You're advocating testing for only "primary hypergonadism" in women.
Secondary hypergonadism is where someone has a normal concentration of the hormone in their blood, but they have an unusual abundance of hormone receptors.
The effects are the same, but currently we can only measure secondary hypergonadism during an autopsy/dissection.
I host a Jellyfin + Jellyseer combo for my friends. It makes pirating as easy as Netflix, except you don’t have to worry about “on which platform is this available?”
I don’t understand why with music streaming, every service has all the same songs, but with video streaming, everything is locked to just one service.
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