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> Not sure why you are basing your whole argument on euv.

I'm not. We were talking about "leapfrogging" and that naturally requires a technology that enables processes beyond EUV's capabilities.

In fact, many hours before you responded to my post, I responded to my own post with this: "My rough best guess is that they’ll be shipping euv-involved chips by 2028."

> There's nothing magical about it that prevents them from stealing/reinventing it.

If it was so easy they'd have done it already.

No, it's just insanely complicated to implement and the innovations required are not just the conceptual technology itself, but the high precision manufacturing prowess required to actually execute it.

And again, I think they're probably gonna have it before 2030. Hell, I could be convinced that they're going to start taping out EUV-based chips by the end of next year, although I would require a beer wager for that :)

But we were talking about leapfrogging, and that's "only" parity.



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