this post was submitted on 05 Dec 2023
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Aside from path dependency/capitalism is there a reason no firm in the west has jumped on this new tech?
It's mostly path dependency. Semiconductor fabs are hideously expensive, you don't want to build a new one from scratch every generation, and this tech is new. China having not invested in extensive lithography machine manufacture before now means they can jump straight to the best tech.
That makes sense. Thanks!