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Imagine thinking that US and European manufacturing is so advanced/magical that China "The World Factory" can't figure it out
In ten years they're going to have global companies competing with Intel, AMD, Arm and Nvidia.
In price, maybe.
They don't have an ASML replacement, so you're assuming they will bring one up and start pumping out EUVL machines in the next ten years?
My guess would be half that. Six years at the outside.
this post was submitted on 12 Dec 2023
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