And how far out is that?
These guys have a 100% market share https://www.asml.com/en/products/euv-lithography-systems at the 'extreme' end and, obviously, everyone else is trying but haven't really shown much promise.
Here's a good background article on the topic: https://www.economist.com/science-and-technology/2025/03/12/...
What was the incentive/funding for their attempts? In a non-national-security scenario it makes sense not to try too hard because you can just buy ASML's solution.
With China it's a bit different, if they decide it's a matter of national security and pour Manhattan-project-levels of money/resources into it, they could make faster progress.
Force Chinas growth to be more expensive. It has nothing to do with not believing China can do it, it's about slowing them down in a task we believe that they can do.
My guess is that it's at least 10 years away, but that could obviously change depending on what resources they're willing to commit. But even at that point they'll be 2 decades behind ASML's EUV tech so it probably won't be competitive.
GP must have been asking for the non-PRC shill opinion.
> My guess is that it's at least 10 years away,
That doesn't sound at all like a lot. China has a uniquely effective industrial espionage... industry, combined with a very thick geopolitical skin and disregard for international demands. This helps accelerate any process that others have already perfected.
We'll start to see the real deal if/when China eventually catches up to the leaders in every field and the only way to pull ahead is to be entirely self propelled (you can't take advantage of someone else's draft when you're in front of the pack).
https://www.huawei.com/en/media-center/company-facts
“The company's commitment to innovation is highlighted by its substantial investment of 179.7 billion yuan ($24.77 billion) in research and development (R&D), accounting for 20.8 percent of its annual revenue. Its total R&D investment over the past decade has reached 1.249 trillion yuan ($172.21 billion).”
https://news.cgtn.com/news/2025-03-31/Huawei-reports-solid-2...
They have the incentive, the government backing, exist in a mature ecosystem of tech rivalled only by the US, … If any corp can do it, Huawei can
