Comment by riku_iki
5 hours ago
> I would bet the unit volume of manufacturing with those 4.6T is more than double that of 5.5T. And those 5.5T likely have some very high value, high margin leading edge equipment.
sure, and what's your point? My opinion is that high margin leading edge equipment is more interesting direction than low cost low tech produce.
They keep increasing and increasing the level of what they can produce. Within a couple of decades they will overtake TSMC, ASML, etc. If you're thinking about how the west still does all the design, they will produce their own computer architectures (Loongarch is outpacing RISC-V) and chips and operating systems. IIRC they're now able to make their own chips and chip-making equipment at a decade-old technology level and that's rapidly catching up.