This sounds like a sign they don't want to push anymore.
The little girl at Shanghai was actually the daughter of a high ranking official and begged Raimondo to not pursue further actions in private. — Chinese liberals.
This sounds like a sign they don't want to push anymore.
The indecision is palpable.
You'd expect under 'national security' premise that any yield >0% on small-scale unprofitable nodes <14nm to auto-trigger increasingly stricter sanctions, as even small-scale production can satisfy most military application imaginable.
But the cope is from a commercial -scale economic angle, which belies the constant moaning about stopping further military modernization. This strategy is incoherent and unmeasurable.
Most military chips in the US are fabbed at 90nm. No reason to think China would be drastically different.
There are no military considerations other than thinking at some distant point in the future. As I understand, radiation hardening (which many military chips are) becomes more difficult with smaller feature sizes. I am not an expert, so please correct me if I'm wrong.
The cope is purely political. Intel does not want new competition, same with Micron, same with Qualcomm. Commercially, they want to sell whatever they want to China because the demand is there. If a Chinese competitor comes up, then they will deal with it. However, with the US Government's divine intervention, it is not "if" but "absolutely yes" and with full state-backing. US private companies hate full state backing (for obvious reasons). Not only that, with the sanctions, you are fighting this with less revenue from China. It is not just an incoherent strategy, but almost the worst strategy. However, first Trump, now Biden administrations must look "tough on China" and so here we are.
Looks like Dylan Patel stuff is getting to US policy makers. Few weeks ago he made the comment that TSMC Arizona fab is effectively a Paperweight because the chips fabbed there would need to be taken to Taiwan for advanced packaging. Lots of western newspapers picked on his quote and have been running that story.
Until SMEE introduces its <7nm node lithography system, ASML rules. Here's an article I just published on ASML taking over the lead from Applied Materials in 2023 global semi cap market. You can find it here:That is how influential this place this thread really is.
edit ...
Kudos, always, to the mod.
Take the high road.
this article was from January regarding their new facility to be built in XiongAn