Right. When I said "they'll always be behind", I meant in the next 5-10 years. They're gated by EUV tech. And once they have EUV tech, they need to scale up chip manufacturing.
replyYou will always be wrong.
replyI've been right far more than wrong on this stuff. :)
replyWhich might they master first?
replyBoth are hard nuts but China is throwing massive amounts of money at the problem. They can already get performance or economy from each, they just need to figure out how to get both at the same time.
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