Hacker News Reader

Comment by aurareturn | Hacker News Reader

Everyone, and I mean everyone, is gated by ASML machines. They can't make nearly enough EUV machines to satisfy the demand. ASML has also not scaled their production nearly as much because they're quite far away from the AGI-pilled companies in the supply chain.

View on HN

Well, CXMT is not gated by ASML machines because they can't buy them. They can raise their capacity because they have access to the domestically produced steppers. They are not as good as the ASML ones, and if the memory prices were not bonkers, they'd never make a profit using them, but as it is the low yields and high die sizes don't matter.

The problem is that you’re giving them an in into the market, and as time goes on, they will get better at making memory. That’s like saying you’re going to exclude the Chinese the space station. Look what happened. They now have their own space station?

Given the way that Chinese industrial policy has gone over the last decade, I'm skeptical that this made much of a difference.

They are. They are using ASML DUV machines for memory. Samsung, SK, and Micron have moved onto EUV machines for memory because they are better. So CXMT not only has to rely on ASML, they have to rely on a worse machine to make modern memory chips.

You don't need ASML machines to make RAM. BS.

All modern DDR5 and HBM are made using EUV machines.

The exception is CXMT, which uses ASML DUV machines in a less efficient process.

Reply on news.ycombinator.com