This is an great video, 20 mins long, must watch, as it's non-biased, China-friendly, truth telling.
Finally, a Trump admin official (
) has commented extensively on the
Reuter's EUV breakthrough article on the "All-in" podcast.
As you may know,
, is the Top #1 AI official in Trump admin (nickname:
"AI and Crypto Czar") who formulates the entire AI strategy for the Trump administration. He is the #1 advocate for selling H200 chips to China, to get China addicted to Western tech stack before it's too late, and was originally against selling Nvidia chips to China.
I highly recommend watching this from 1:00:00 to 1:19:50, it's 20 mins long, but very very good:
(It starts at 1:00:00, but David Sacks talks later on around 1:06:06)
Personal highlights that I noticed:
- David Sacks acknowledges that EUV breakthrough would completely cripple the West export controls regime against China, as it was the most powerful chokepoint West had over China. That's now gone!!
- David Sacks admits that DUV SAQP allowed China to breakthrough into 7nm and 5nm nodes (!!!!!) First ever acknowledgement by Trump admin official that China has achieved the 5nm node.
- David Sacks agrees that it's inevitable that EUV breakthrough will happen, it's a matter of when, not if. The timeline where China closes the gap in semiconductors is rapidly approaching, they are catching up quick. US must reduce regulatory barriers.
- Friedberg brings up that Taiwan TSMC's strategic importance will be diminished in China EUV scenario, less likely for US to want to defend Taiwan.
- Friedberg brings up prolific Chinese EUV research papers, including one paper using AI to get around mirror imperfection diffusion issues, and another making optical lens mirror breakthrough.
- Friedberg brings up future advanced Chinese EUV systems that can reach parity and even leapfrog ASML outright (he is likely alluding to SSMB synchro under development, but never says it)
- Frieberg already knew of EUV breakthrough as early as April 2025, he was saying China already had an EUV machine, so he says Reuters is too narrow focused, too biased, and outdated info.
- Chamath says in future AI is more memory-centric, so HBM memory is going to be more important. (Guess where CXMT is coming in hot!!)
This was an amazing video, you rarely see Westerners talking about China semiconductor in a neutral non-biased fashion. P.S., I love Friedberg man, you can tell this guy knows his stuff, he knew of China's EUV prototype as early as April 2025, and reads a lot of Chinese EUV research publications by Tsinghua university, etc.... He knows his stuff clearly if he knows about SSMB synchron dev.
