>

Duh, Doritos alone are better than anything china has
“The Netherlands' ASML stands to lose about a quarter of the revenue it used to earn from China. It's the only company that makes the most advanced lithographic machines - the tools that make "leading edge" chips.”
I work for a company that does a lot of work for ASML and it’s partners. ASML isn’t the least worried about this all as there is way too much demand worldwide to realistically speak of ‘losing revenue’. Supply has always been short, so again, here in the Netherlands people aren’t worrying yet and won’t be anytime soon. >

However small the chance, there is a possibility of China stealing enough to produce their own. For exampke there was a brief dip on ASML stock price on news of some pattern filings by Huawei... >

Even if China were to steal the plans to produce the chip manufacturing machines that ASML produces, it would take them a decade or more to build the facilities and engineering know-how to put them into action.  And by that point they would still be a generation behind.
It is kind of crazy how fast that industry evolves, and the reason ASML is the sole producer of the machines that make the most advanced chips in the world is because they were the first to build them and the requirements to even try to catch up to them is effectively impossible because they are already building the manufacturing for the machines that will build the next decade's computer chips. >

ASML may have the best FactoryFactory, but invest in me. I'm building the FactoryFactoryFactory of the future. >

I got my 2 year old chip the other day. Stale as the dickens. >

Chips in China are even older. >

Actually Taiwan winning.... >

They are building factories in us.  So Taiwan and us are winning. >

So called US chip act is not just targeting China. It wants to buff up American companies over others, namely TSMC and Samsung.
Intel got load of money from uncle Sam to build foundaries to beat TSMC but it is one thing to build factory buildings. It is another to furnish the facility, hire capable staffs and pricesses.
Clearly Intel cannot (despite getting all those money from the gobment) as they are now the second largest customer for TSMC.
I smell fraud.
At least Samsung will be going away as the perfect storm of corrupt government has met the corrupt company. Most of money that has been invested by Samsung for the new technology has been siphoned off to private coffers. >

Biden policy shines again where it counts while Trump/GOP worries about maintaining white supremacy and enslaving women and immigrant labor. >

Please educate yourself what you call Biden’s policies are actually trump policies 
You do realize Biden is actually just continuing trumps policy toward China. As a matter of fact go back and look at all the crap trump took from the democrats and republicans when he campaigned on reigning is China. Remember China China China  the Republicans said he was going to destroy free markets as if there were any free markets. And the democrats said the tariffs would just be a be financial burden on consumers. Eventhough magically democrats thought big bad corporations would just pass on the tariffs to consumers but apparently democrats do not think corporations are smart enough to pass on corporate tax hikes to consumers and not a single reporter is smart enough to the difference. >

This is a hilarious comment. Tell other people to educate themselves, yet has no idea what policies have been implemented over the last 2 years. >


Semiconductors were invented in the US, but over time East Asia emerged as a manufacturing hub, largely because of government incentives, including subsidies.

How dare those Asian countries "pick winners". >

There are reasons that these were shipped off abroad.
Semiconductor manufacturing process is not only labor intensive, it is very dirty process with lots of chemicals of unknown safe.
In place like South Korea, there has been numerous cases of cancers among former workers in Samsung factories. Place like there, the authorities in cahoots with the mega cooperations has put down issues.
In US, law offices will be running "camp Lejeune" commercials, preparing for class action law suits. >

China is probably putting the lion's share of its research and production effort into weapons in the runup to the coming war over Taiwan. >

China spends $250B a year on military.
US spends $1.2T a year on military.
You want to win, you spend the money on mfg computers chips not WWII aircraft carriers, US has 18, China has 2. >

US Military spends like a 3rd of that on research and development.  That includes semiconductors. >

Like no it doesn't as you can see from the actual Pentagon budget.
Does spend a lot of WWII aircraft carriers though and those 600 military bases...yikes. >

A PR piece from Military Aerospace...ur kidding right?
All aircraft carriers are WWII tactic and strategy.   Cruise missiles made carriers obsolete the way carriers made battleships obsolete. >

They are all very relevant.  IDK how cruise missiles made carriers obsolete when fighter jets and bombers that launch missiles and bombs can be launched from carriers.  Carriers allow quicker strategic response by serving as mobile command center and launch point, and allows jets and bombers to conserve fuel to stay in fight longer.
Battle ships work as support and protection for the carriers.
And I dont see why they would lie about how much they spend on r/d.  if anything, they prolly would spend more and downplay the amt they spend.  We are decades ahead of other countries in military tech, they are so advanced that our jets can shoot down other jets while staying outside their firing range. >


They are all very relevant.

Not to modern strategy.  They have to remain 1,000 miles away to not be blown up by land based cruise missiles.  Carrier based F35's have combat radius of 500 miles.
The are relics from 20th century. >

If they are so irreverent, why is china trying so hard to build supercarriers? >

Military are the same everywhere, want toys and commands and job prospects but China is only building two and these will be within protection of land based missiles and aircraft.
Overall China's military budget is 20% that of US.
Better to build factories and make you competitors dependent on you as we are on China.  Remember those ventilators, gloves, gowns, drugs we needed during the pandemic? >

You are thinking in old terms.  This is a race for building next generation architectures that incorporate field-programming gate arrays, application-specific integrated circuits, and in memory processing to facilitate faster and more efficient deep machine learning by making the computer's operation more similar to that of a biological brain. >

You're right.. that's why most modern chips are called SoC (system on a chip).. because the days of building a CPU that relied on raw horsepower are long gone.