3 ms·
Not clear to me that it's "indigenous". They're surely buying lots of ASML and TEL and AMAT tools like everyone else is, just not the fancy new EUV stuff they
by ajross 3y ago
Not clear to me that it's "indigenous". They're surely buying lots of ASML and TEL and AMAT tools like everyone else is, just not the fancy new EUV stuff they can't get. Absolutely it would be news if China was generating 28nm chips with a 100% domestic industrial base. But I don't think that's the case?