Comment by nebula8804

In one of Dwarkesh's interviews, he mentioned that China is trying to replicate the entire stack. Ironically now that they have mastered all pieces of the stack for older nodes, they actually have an advantage in a collapse scenario. The US does not appear to have the ability to do all steps in the stack for any node. They still rely on other western countries that could go offline. China despite being behind does at least have top to bottom capability for older nodes. Combine that with their rock bottom electricity prices and they have a unique card that they can play.

Just imagine if electricity costs were trending towards 0. Instead of e-waste run all those machines till the chips burn out.