Chinese semiconductor thread II

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The closest we have to a formal announcement is Huawei's AI roadmap from a few weeks ago. Tphuang did a good analysis of it. It seems that Huawei thinks they'll have EUV by 2028 or so. And the fact that they are openly talking about it shows they are confident.

Yeah that's one of the few on the record announcements we have and it is a good sign but in the interim it's hard to really know where things are and we probably won't get many more announcements like that one. Further this is a roadmap, not an announcement of where the currently are. Still it is pretty encouraging but I'm going to wait until I see them come out with at least some of the stuff on that roadmap before assuming they are really on track.