Basically game over for compute wars in ~5 years if PRC serious, PRC doesn't need EUV to win compute game. If they hammer DUV tools and commoditize semi (i.e. r

Basically game over for compute wars in ~5 years if PRC serious, PRC doesn't need EUV to win compute game. If they hammer DUV tools and commoditize semi (i.e. remove 50-80% margins along every step of supply chain) they will simply be able to sell chips at fraction price of west, even accounting for multi pattern inefficiencies. TCO may still swing leading edge favor depending on infra / energy price, but as far as compute race goes, PRC can hammer power, fabs, DCs all at much lower input costs. The bottleneck has always been semi tooling.