China has made massive breakthroughs. In chips, SMIC/Huawei are advancing impressively in terms of products, but it is unclear how good yields/costs are, even if they are shipping commercial products.
Still, this PR does give hints that this is Garage hacked EUV with cannibalized parts they cannot make yet, and 4 year time scale is far out enough. There was PR of EUV breakthrough this spring too, and don’t recall if this claim is additional advancement over that.
China has made massive breakthroughs. In chips, SMIC/Huawei are advancing impressively in terms of products, but it is unclear how good yields/costs are, even if they are shipping commercial products.
Still, this PR does give hints that this is Garage hacked EUV with cannibalized parts they cannot make yet, and 4 year time scale is far out enough. There was PR of EUV breakthrough this spring too, and don’t recall if this claim is additional advancement over that.