Thanks! I was under the impression (mostly due to this podcast that talks about China's semiconductor history: https://chinatalkshow.libsyn.com/chinas-chip-dre

Thanks! I was under the impression (mostly due to this podcast that talks about China's semiconductor history: https://chinatalkshow.libsyn.com/chinas-chip-dreams https://chinatalkshow.libsyn.com/chinas-chip-dreams) that all of the big software companies that make chip tooling are outside of China and that a ban would be possible, but politically difficult. > AND how long until China sets up a TSMC competitor? From that same podcast it seems as though they've been trying for decades and have so far unable to do so and recent attempts(https://chinatalk.substack.com/p/billion-dollar-heist-how-scammers https://chinatalk.substack.com/p/billion-dollar-heist-how-sc...) have ended in massive fraud.