They really think AI chips are a breakthrough. It’s Fking FPGAs, empty lookup tables, they don’t know what to put in there, and we train ML on GPUs… Also China knows how to make those, they also can do their own CPUs and GPUs, they don’t need US for that.
If you think they don’t know how you’re delusional. First research is globally shared and second, China has always found ways to get information they need from companies, either because they just give it to them or because US accept people that will give information back to China.
Exactly. It takes tens of thousands of discrete pieces of technology from hundreds of companies in 30+ countries to put a fab together. If you are missing a piece, no fab for you. So yes, if you can manage to block some part of that chain, you can effectively block that fab from being built.
That argument makes more sense, but manufacturing is their strength. How many parts of ASML are actually done outside Asia? I don’t know honestly but as we manufacture most electronics and tools there, the only option to hide technology from China for US is working exclusively with Taiwan (Korea and Japan maybe but expensive) to make those.
That’s why Chinas manufacturing is being targeted too. Otherwise they will inevitably develop the process for bleeding edge in house chip fabrication. Technology is only a matter of time. The US is trying to stall any way they can.
They really think AI chips are a breakthrough. It’s Fking FPGAs, empty lookup tables, they don’t know what to put in there, and we train ML on GPUs… Also China knows how to make those, they also can do their own CPUs and GPUs, they don’t need US for that.
As with crypto, dedicated hardware should be able to do better than GPUs, if the model is pinned down.
The main thing they can’t do is 4nm fab. That’s what the US is trying to prevent.
If you think they don’t know how you’re delusional. First research is globally shared and second, China has always found ways to get information they need from companies, either because they just give it to them or because US accept people that will give information back to China.
Everybody knows how to produce the chips. The problem is getting your hands on new ASML machines without the USA finding out.
Exactly. It takes tens of thousands of discrete pieces of technology from hundreds of companies in 30+ countries to put a fab together. If you are missing a piece, no fab for you. So yes, if you can manage to block some part of that chain, you can effectively block that fab from being built.
That argument makes more sense, but manufacturing is their strength. How many parts of ASML are actually done outside Asia? I don’t know honestly but as we manufacture most electronics and tools there, the only option to hide technology from China for US is working exclusively with Taiwan (Korea and Japan maybe but expensive) to make those.
That’s why Chinas manufacturing is being targeted too. Otherwise they will inevitably develop the process for bleeding edge in house chip fabrication. Technology is only a matter of time. The US is trying to stall any way they can.
A lot. Some of the most important ones are Netherlands and UK. They come from all over Europe, Asia, and North America.