[sundache]

A problem they face in building their own capacity is that ASML isn't allowed to export their newest machines to China. The US has even pressured them to stop servicing some machines already in China. They've been working on getting their own ASML competitor for decades, but so far unsuccessfully.

[tw1984]

> A problem they face in building their own capacity is that ASML isn't allowed to export their newest machines to China.

building their own capacity means building everything in China, that is the entire semiconductor ecosystem. just look at the mobile phones and EVs built by Chinese companies.

[Aeolun]

This is just a question of time. They can afford to wait, since the US is currently in the process of destroying itself.

If I were China I’d be more worried about the other up and coming world power in India.

[phatfish]

Indeed, once western governments finally get the message about Indian migrants they are going to have to go somewhere else.