BTW I can’t imagine China being self-sufficient on high-end chip production. They’d have first to catch-up to TSMC then to ASML. I’m not saying it’s theoretically impossible but the little I did learn about R&D in China is how heavily it relies on the CCP and how poorly information flows there, which I believe in such a sector where logistics and research is so complex, I don’t believe can realistically be achieved, even while literally printing money to fund it.
BTW I can’t imagine China being self-sufficient on high-end chip production. They’d have first to catch-up to TSMC then to ASML. I’m not saying it’s theoretically impossible but the little I did learn about R&D in China is how heavily it relies on the CCP and how poorly information flows there, which I believe in such a sector where logistics and research is so complex, I don’t believe can realistically be achieved, even while literally printing money to fund it.