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Emerging Competition in Semiconductor Manufacturing from China
This chapter explores a new Chinese company's efforts to challenge established players in the semiconductor manufacturing equipment market, with a focus on ASML. It highlights their introduction of products for front-end fabrication processes and the development of a lithography machine for 28-nanometer chips, showcasing China's advancing capabilities in the semiconductor industry.
Our 205th episode with a summary and discussion of last week's big AI news!
Recorded on 03/28/2025
Hosted by Andrey Kurenkov and Jeremie Harris.
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