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China will have a working EUV machine long before it can build them in quantity, because production hell takes years after the lab result.

Drawn from what Dylan Patel said

SubjectChina
Interesting
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What Dylan Patel actually said

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  1. Dylan Patel

    Founder and chief executive of SemiAnalysis

    I think they'll have working tools. I don't think that they'll be able to manufacture a bunch yet, right? You know, there's they're sort of having it work and then there's production hell, right?

    Where this was said

    Watch from 1:07:30 plays here

    ↗Dylan Patel — The single biggest bottleneck to scaling AI computeyoutube.com

    video · 2h 30m · spoken · machine transcript

    All 28 korrents from this recordingthis one is 13th

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