Comment Re:Lithography (Score 2, Informative) 10
For sure, Chinese chip making success or failure will be the real story.
A bunch of people are going to jump in now and say "derp see sanctions and tariffs
No, this is not the case. The CCP wants a mono-polar world where they enjoy total hegemony. They have had their eye on the prize for two decades at least now. If you look at PRC history as far as 'friend factories' and collaborative efforts with soviet-bloc nations, and other technology transfer partnerships they have set the their sights on manufacturing industries ag, machine tools, aircraft, etc they see as critical and found someone willing to sell them some kind of on-the-job training that then enables them to develop independent domestic capabilities. They dump a ton of second-rate but useful product into the market place until they can grow enough domestic capacity and then they expand into the higher end of the market for their own domestic consumption.
Its like DRAM, China has been building out the capability to manufacture top-draw memory products for more than just the last two years, but they are getting their now, and its going to pay off big if we are dumb enough to let it.
China is going to develop a leading edge process chips industry period. Short of bombing them nothing will stop that..
Which of course brings us to the legitimate capitol of China (Taiwan) and our own dangerous dependence on them for those very same products. Either we need to be making damn sure we have domestic replacement or we need to be making a lot more aggressive/realistic plans for not just preventing an invasion but keeping the trade routes open.