It’s all talk at this point. As I’ve said before, I look at facts on the ground and China is importing more than $300B worth of semiconductors in 2020. China’s reliance is bigger than ever.China’s 28nm DUV lithography will be delivered next year. It can make up to 7nm chips.
China has already developed the mirrors for the EUV lithography machine. The light source (LPP or DPP) is the final piece of the puzzle for the EUV lithography. Great progress is being made in developing the light source.
The de-Americanisation of the semiconductor chain is going far better than most people predicted and expected. China has been preparing for this for a long time.
Even China’s other smartphone companies were drooling over the Snapdragon 888 yesterday. Xiaomis CEO practically wet himself.