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The US and its western allies are actively vying to keep advanced chip fab technology out of China, and restricting GPUs that can be sold to them. At the same

The US and its western allies are actively vying to keep advanced chip fab technology out of China, and restricting GPUs that can be sold to them. At the same time there's heavy domestic investment in new US fabs of a scale not seen for decades.

SXX 3y ago
US and western alies cant even get control over gas and oil refinery tech exports to Russia after 2 years of full scale war and 12 years of sanctions. And all kind of dual-use nearly military tech being imported to Russia through other contries such as UAE, Turkey, etc. And China is much more resourceful and GPUs are not 100-ton refinery equipment or heavy machinery.
- h0l0cube 3y ago
  The ASML lithography machines are only built by ASML. They are insanely complex and would be damn hard to replicate. Especially when they can't just obtain one and pull it apart. Fab equipment is different in nature to drones and natural resources which are in abundant supply.
jerlam 3y ago
China's spun up their own GPU research and manufacturing to compete against NVIDIA. Not just in response to recent tariffs, but part of a long term strategy of having no dependencies on foreign nations. It was a big deal when Huawei reentered the phone market in 2019 using Chinese chips after international sanctions.
- h0l0cube 3y ago
  Advanced fabs take at least a decade to spin up, and maturing a domestic fabrication capability takes decades. There's hardly a threat here.
  - GauntletWizard 3y ago
    China has been working on it for decades. China already has plenty of lower technology Fab operations, and have invested into ramping up the quality. Just because China has not been competitive at the highest end of that chip fabrication does not mean that they have not been competitive at chip fabrication as a whole. Tons of semiconductors are manufactured in China. Not advanced gpus, no, but there is a decent chance that your microwave contains semiconductor chips built in China.
    - h0l0cube 3y ago
      The GGP was specifically talking about GPUs and the advanced nodes

SXX 3y ago

US and western alies cant even get control over gas and oil refinery tech exports to Russia after 2 years of full scale war and 12 years of sanctions. And all kind of dual-use nearly military tech being imported to Russia through other contries such as UAE, Turkey, etc. And China is much more resourceful and GPUs are not 100-ton refinery equipment or heavy machinery.

h0l0cube 3y ago
The ASML lithography machines are only built by ASML. They are insanely complex and would be damn hard to replicate. Especially when they can't just obtain one and pull it apart. Fab equipment is different in nature to drones and natural resources which are in abundant supply.

jerlam 3y ago

China's spun up their own GPU research and manufacturing to compete against NVIDIA. Not just in response to recent tariffs, but part of a long term strategy of having no dependencies on foreign nations. It was a big deal when Huawei reentered the phone market in 2019 using Chinese chips after international sanctions.

h0l0cube 3y ago
Advanced fabs take at least a decade to spin up, and maturing a domestic fabrication capability takes decades. There's hardly a threat here.
- GauntletWizard 3y ago
  China has been working on it for decades. China already has plenty of lower technology Fab operations, and have invested into ramping up the quality. Just because China has not been competitive at the highest end of that chip fabrication does not mean that they have not been competitive at chip fabrication as a whole. Tons of semiconductors are manufactured in China. Not advanced gpus, no, but there is a decent chance that your microwave contains semiconductor chips built in China.
  - h0l0cube 3y ago
    The GGP was specifically talking about GPUs and the advanced nodes