I'm very much aware of that Interview. But I think my point is still valid. If you recall, China already domesticated 28nm everything (except for lithography) as early as 2022-2023. But even in late 2024 we were seeing huge revenue surge from AMAT, LAM, TEL towards China. If it was so easy to go from 28nm to say 5nm, why bother giving revenue to your adversary and go through so many hurdles to get the equipments via Singapore etc etc right?
Panic buying, uncertainty and copy exactly.
But see this is why it is much more confusing to know a little, and extrapolate, than admit that there are things that are just unknown.
Simple question: lithography is defined by "xx nm" because the key parameter is exposure line width.
What's the "nm" refer to in etch?
What controls the "nm" in etch?
Is that something part of the etch chamber or elsewhere in the process?
