Comment by amou234
2 years ago
In 10 years time, China may come up with a production of 10-7nm. It may or may not be profitable to mass produce. By then, they will be 12 years into their 25 years Great Depression. Their real estate and stock market will still be in the toilet, and their demographics will go down 200-300m. They will have 30% of their population over 65. It would be iffy to say at that point whether the Chinese government has enough money, besides addressing their enormous debt, to keep pouring into a losing enterprise like this.
The western technology companies will be somewhere way way farther along/bigger by then - look at spacex flight this week for comparison at how fast western technologies move.
SMIC is doing volume production at 7nm now.
So what if China has 7nm chips now, there's no Huawei it can make them 'at scale' https://www.theregister.com/2023/09/19/huaweis_advanced_chip...
I'm not sure that assertion by the US Commerce Secretary is holding up a months later. Apparently "Huawei has seen a resurgence in its premium smartphone sales since it released its Mate 60 series" (the phone model in question): https://www.reuters.com/technology/apples-china-iphone-sales...
What products contain that 7nm?
The latest Huawei phones and the locally produced version of the Huawei Ascend AI accelerator.
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