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0 pointsjpgvm2y ago0 comments

Essentially yeah. R&D at Intel/AMD/NVidia is 9-5 work.

TSMC and SMIC are different beasts entirely. They push way harder on the gas and never let up.

A lot of ex-TSMC are at SMIC now. They aren't doing cutting edge nodes for now but expect crazy things out of SMIC in 5-10 years.

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yladiz2y ago

It’ll be hard for SMIC to do too many crazy things without being able to get ASML machines, though.

jpgvmOP2y ago

As pure designers yeah but Chinese government is about to do to chips what they did to solar and batteries so I wouldn't count them out yet. Might be 5-10 years before they catch up but they are by no means out of the fight.

tooltalk2y ago

what did China do in battery? I thought China is still behind Japan and South Korea.

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