

@graydon @cstross @mirrorwitch are they on the verge of their own EUV equipment? Not even remotely close. It took ASML billions and decades. And their industries are built on IP theft. That’s not jingoism; that’s first-hand experience. Just as taking shortcuts and screwing foreigners is celebrated.
I’ve sampled CXMT’s 10G1 parts. They’re not competitive. They claim 80% yield (very low) at 50k WPM. Seems about right, as 80% of the DIMMs actually passed validation.
@graydon @cstross @mirrorwitch so yes, that very much creates a disincentive to bomb their perceived enemies out of existence. For all the talk, they are fully aware of the state of things and that they are not domestically capable of getting anywhere near TSMC.
At the same time though, they are also monopolists. They engage in dumping to drive competitors out of business. So forcing the world to buy sub-standard parts from them is a good thing.
So it comes down to Winnie the Pooh’s mood.