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Discussion (18 Comments)Read Original on HackerNews
The more straightforward video of ASML EUV is from Branch Education: https://www.youtube.com/watch?v=B2482h_TNwg
Because that vid gives an overview of the whole machine, it gives context to what each scientist is talking about in the Veritasium interviews.
Either China will catch up on this or that particular technology will become obsolete. But it is certain that they won't stay behind forever (measured in a small number of decades at most).
https://en.wikipedia.org/wiki/Eastern_Interconnection
I mean we're not talking AMD FX and Core 2 Duo here, it's Raptor Lake and Zen 3, it's perfectly viable and still being sold in droves right now.
There’s also the issue of older process nodes not being profitable enough anymore, which explaines why at the height of the chip supply crunch older ARM chips were in short supply but there was ample stock of the 20nm feature-sized RP2040.
I don't think I'm being entirely hyperbolic when I say the consumer market only exists to put devices that can connect to and feed the datacenter loads into the general populations hands.