joncash

joncash t1_j2fjmqd wrote

I feel like I shouldn't even respond with how little you know. Before we proceed, if you can't answer these questions, it's quite pointless.

  1. Which company is China's version of ASML

  2. Their new lithography machines, what's their resolution, with multiple patterning how far can they go.

  3. What did Huawei just release a patent for?

  4. Which company achieved greater than 200 layer 3D NAND first?

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joncash t1_j2bp5qd wrote

China wants to be ASML. I think that's what you are missing. They don't want to bother with the final product like CPUs etc... Flood the market with enough production tools for cheap enough and that stuff will sell for pennies. They don't want to control ASML. They're making the tools right now. It's likely 2-3 years away, but their goal now is while they're behind get everyone on everything they make. Then catch up and become the sole source.

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joncash t1_j2b6qn1 wrote

Everything to everyone makes it a simple commodity. That's what China wants. No one to be able to ever control the production of chips again.

Well the production at least. They want a monopoly on the machines that do the production. They see how ASML became a king maker. They also see Intel, Qualcomm, etc... Still have tough competition. Don't fight to control what can be made by the many, fight to control the machines to make them.

To quote, the only people who made money during the gold rush are the shovel makers.

This is why China is banning its CPU to Russia and trying to buy semiconductor firms in Germany and England. They want everyone to be using their machines.

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joncash t1_j29n70x wrote

Actually, if I was to bet money, China is going to sell and set up a semiconductor line. They've recently started mass producing 28nm entirely domestic chips. So at that level it's completely unsanctionable. This would be an incredible technology showcase for China. That now no matter who you sanction they'll only be 10 years behind or so in tech. Remember, the meeting is only happening because China wants something. Turning Russia into a chip manufacturer for all the sanctioned countries is huge and using only already sanctioned companies to do it is even bigger. It's an announcement to USA that if you sanction and disconnect our countries you'll make your enemies stronger. But they leave an olive branch that the companies that still have US machines won't join the production in Russia.

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joncash t1_iv5emmx wrote

California Taco shop is weird. They make fairly authentic Mexican tacos, but call themselves California. Like why? Why name yourself after an American state? Good food, but just weird. Also I'm leaving this comment so I can refer to your list of restaurants. I've tried about 50% of them and love them all, so I'm pretty sure I'm going to like everything you wrote down. Thanks!

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joncash t1_iv5e7tw wrote

I'm so happy ChengDu Gourmet is up here in the North Hills. Means I don't need to drive out to the city to get my Sichuan fix. And yes, the food is fantastic and very authentic. Yet I have to admit they had some growing pains, or still having. But that's life, I have no doubt as they improve their service their score will go up as well.

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