> China is working on 5 nm semiconductor production. The yields are too low, but they'll work out the kinks.

You could say the same thing about Intel.

But that's not an endorsement of the idea that China will succeed, and the point isn't even to bag on Intel, although that's fun.

ASML is a multinational company. The technology needed to do modern photolitho required the efforts of multiple nations to create. Why should we believe China can do it alone when so far, no one nation can do so?

> In five years, they'd catch up

No.

> and in a decade, they'd dominate the world market

lol. No.

> The yields are too low, but they'll work out the kinks.

No.

It will continue to be fabulously expensive. It's a dead-end. But if you need it- you'll pay what it costs.

They will continue trying to get EUV working, as they have for the last decade unsuccessfully.

> The government made producing cutting edge parts a national strategic goal, and when it does that it tends to end up dominating a decade later.

That works for battery technology, where the big limiting factor was investment activity. It doesn't work for litho processes where the level of technology is very high. China's limiting factor in this regard is process technology. Even if they figure out how the chips work, which they have decades of experience at doing (decades ago, I worked as a sysadmin for an IC design company whose designs were being copied in China) and are therefore plausibly quite good at it, they still couldn't fab them.

Can they e

Why would they stop working on a replacement when they know that their continued access to this market is completely dependent on the whims of a particularly mercurial orange asshat who changes his mind more often than some people change their socks?

This just fills the current short-term need. They will still continue their development of replacements because it's still in their long-term interest to do so.

> The government made producing cutting edge parts a national strategic goal

And failed.

There is nothing cutting edge about them, they're still a decade behind shit in the west, after a decade of work.

You're really overselling this.

> Indeed, ten times more powerful than NVidia.

I'm not clear on what you're claiming here. If the article is worth anything, which I don't take for granted, what it says is that they got a speedup for a specific workload by organizing their system with more GPUs per node. That would give a speedup for their workload no matter whose GPUs they used. The article doesn't claim it has anything to do with the performance of their GPUs.

uh, wut? lol

No. Very much fucking no.

You can't possibly be stupid enough to believe that.

> I have it on good authority that Ferraris are faster than Civics, and therefore there is no market for the Civic.

That is an offtopic response, because the discussion is not about whether anyone will buy Chinese GPUs. It's about whether Chinese GPUs can be competitive for scientific computing. Whether they will ever will be or not, they are not now, which we know because they are still hungry for our hardware. And we can reasonably believe that to be true and not merely propaganda both because of sales, and effort spent redirecting purchases through other nations.

In the really real world, efficiency matters. If you nee