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Joined 6 months ago
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Cake day: January 11th, 2024

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  • Eventually maybe. But it will be super tough to get to the leading edge, because by the the time they reach where the rest of the world currently is, the rest of the world will go a couple more steps ahead.

    What companies like ASML have achieved are half a century of R&D that even if china just copy, paying no attention to IP, there are so many things to perfect. Things like the specialized mirrors and optics that are needed.

    China can probably one day get to where the rest are currently in a few years, but to both manufacture and keep per unit costs down at the same time is not an easy hurdle to cross.