The mainland Chinese SMIC is doing everything they can without access to ASML’s EUV machines, and have gotten further than anyone else has on DUV.
You can’t say that, though, because it implies Chinese engineers and information technology scientists are trailblazers rather than plagarists and IP thieves.
Intel did introduce both technologies in its 20A process (supposedly 2nm class), but then canceled it due to low yield. So they’re basically betting the company on their 18A process, and hoping they can get that to market before TSMC and Samsung hit their stride on 2nm.
And I’ve got a few shares in my retirement account riding on that success. But its more a hedge against my own cynicism than a sincere expectation. Intel, like Boeing, seems far more interested in rewarding investors in the short term than maintaining a foothold in the market long term.
You can’t say that, though, because it implies Chinese engineers and information technology scientists are trailblazers rather than plagarists and IP thieves.
And I’ve got a few shares in my retirement account riding on that success. But its more a hedge against my own cynicism than a sincere expectation. Intel, like Boeing, seems far more interested in rewarding investors in the short term than maintaining a foothold in the market long term.