Huwei and SMIC are iterating too fast. As they get good enough yields on current/last generation, they move up/announce new generations that freeze a bit of demand. I think they are doing this to get good pricing for SMIC and local designs. It doesn’t help that all the Trump sycophants are calling him brilliant for enslaving China to “NVIDIA’s 4th best chips and software stack”.
Joncash2@lemmy.ml 6 days ago
Probably. It’s hard to say since so much is behind the veil. In fact it’s likely China has its own DUV lithography supply. US estimates on what China can produced based on number of asml units sold is wildly wrong.