Dylan Patel
speaker
3,025 appearances
3 recordings
1 series
first heard Aug 2025
last heard 15 Jul
Dylan Patel’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So you simply read your report as a question.
I think they do.
I mean they were already bid and then like say we're banning NVIDIA, right?
Like, and then it's like then the government officials gonna think, alongside sort of like lobbying from domestic players, like, of course we wanna ship them better AI chips.
Like we're losing this market, we can't lose this market.
Um and it's sort of like it is 10,000 IQ, right?
And and and we're here playing checkers while they're playing chess.
I think I think production capacity wise, it is still absolutely a bottleneck.
They
Um
Certain types of equipment required for making HBM need to be imported.
They're working on domestic solutions, but as far as we know, they have not imported enough equipment for this.
Although, um if you look at Chinese import data uh for different types of equipment, right?
There's there's sort of like fabs spend, you know, roughly it depends on the process technology, but fabs spend roughly different amounts of money on lithography, etch deposition, metrology, right?
Like these different steps.
Um
Um and historically lithography is hovered around um, you know, 17, 18%.
With EUV, it's it grew to 25%, right?
Um But China, because they they wanted they they sort of like wanted to stockpile lithography and they were worried about the coming ban, they were importing lithography at a much higher rate than that, right?
Like 30, 40% of their equipment imports were lithography.
Showing 901–920 of 3,025 · page 46 of 152
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