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The Emergence of Huawei's Kirin 9000S: A Tectonic Shift in the Global Semiconductor Landscape
(zenanalyst.substack.com)
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this post was submitted on 16 Sep 2023
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SMIC used ASML lithography machines to produce those chips. Thry can't buy more of them and can't get spare parts. It will be more tectonic when China can produce such lithography machines, but I wouldn't hold my breath.