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this post was submitted on 07 Sep 2023
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I think that the US government must be freaking out right now because I suspect they had a strategy to hamper the Chinese military tech development by cutting off their supply of cutting-edge semiconductors, and it looks like their plan may be starting to fall apart.
I'm trying to figure out whether this is a good thing because it will provide China with more deterrence, should it be a mass produced domestic semiconductor which is catching up on the best semiconductors that Taiwan and the west can produce, or if it's bad news because it will encourage the US to accelerate their plans for war with China.
I guess I just hope that China can break ahead and reach escape velocity before the US can advance to the point where it feels ready to execute its plans for war.
China doesn't have EUV yet, which will limit their semiconductor capabilities even as all the major foundries are shifting to GAA FETs.
It doesn't really matter in terms of where Chinese technology is today, but Moore's law isn't dead yet.