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Interesting to observe Chinese late mover advantage. They can’t make a lot of chips or very dense chips yet, and the capex is lower, but they are cru…
Interesting to observe Chinese late mover advantage. They can’t make a lot of chips or very dense chips yet, and the capex is lower, but they are crushing it on the domain scale, network architecture, logistics. Might be enough to last until 2030. I expect EUV by then.tphuang: Alibaba announced the launch of its Zhenwu