Dylan Patel

I think the fulcrum point is the transition from 7 nanometer to 5 nanometer chips, where I think it was Huawei that had the 7 nanometer chip a few years ago, which caused another political brouhaha, almost like this moment. And then it's the ASML deep UV, what is that?

Many companies have done 7 nanometer chips. And the question is, we don't know how much Huawei was subsidizing production of that chip. Intel has made 7 nanometer chips that are not profitable. Right. and things like this. So this is how it all feeds back into the economic engine of export controls.

Many companies have done 7 nanometer chips. And the question is, we don't know how much Huawei was subsidizing production of that chip. Intel has made 7 nanometer chips that are not profitable. Right. and things like this. So this is how it all feeds back into the economic engine of export controls.

Many companies have done 7 nanometer chips. And the question is, we don't know how much Huawei was subsidizing production of that chip. Intel has made 7 nanometer chips that are not profitable. Right. and things like this. So this is how it all feeds back into the economic engine of export controls.

That's what a lot of people are worried about. People in AI have been worried that this is going towards a Cold War, or already is.

That's what a lot of people are worried about. People in AI have been worried that this is going towards a Cold War, or already is.

That's what a lot of people are worried about. People in AI have been worried that this is going towards a Cold War, or already is.

I think we should comment that why Chinese economy would be hurt by that is that they're export heavy. I think the United States buys so much. If that goes away, that's how their economy- Well, also they just would not be able to import

I think we should comment that why Chinese economy would be hurt by that is that they're export heavy. I think the United States buys so much. If that goes away, that's how their economy- Well, also they just would not be able to import

I think we should comment that why Chinese economy would be hurt by that is that they're export heavy. I think the United States buys so much. If that goes away, that's how their economy- Well, also they just would not be able to import

I think you could say it simply, which is the cost per fab goes up. And if you are a small player that makes a few types of chips, you're not going to have the demand to pay back the cost of the fab. Whereas NVIDIA can have many different customers and aggregate all this demand into one place. And then they're the only person that makes enough money building chips to build the next fab.

I think you could say it simply, which is the cost per fab goes up. And if you are a small player that makes a few types of chips, you're not going to have the demand to pay back the cost of the fab. Whereas NVIDIA can have many different customers and aggregate all this demand into one place. And then they're the only person that makes enough money building chips to build the next fab.

I think you could say it simply, which is the cost per fab goes up. And if you are a small player that makes a few types of chips, you're not going to have the demand to pay back the cost of the fab. Whereas NVIDIA can have many different customers and aggregate all this demand into one place. And then they're the only person that makes enough money building chips to build the next fab.

So this is kind of why the companies slowly get killed, because they have 10 years ago a chip that is profitable and is good enough, but the cost to build the next one goes up. They may try to do this, fail because they don't have the money to make it work, and then they don't have any chips, or they build it and it's too expensive and they just have...

So this is kind of why the companies slowly get killed, because they have 10 years ago a chip that is profitable and is good enough, but the cost to build the next one goes up. They may try to do this, fail because they don't have the money to make it work, and then they don't have any chips, or they build it and it's too expensive and they just have...

So this is kind of why the companies slowly get killed, because they have 10 years ago a chip that is profitable and is good enough, but the cost to build the next one goes up. They may try to do this, fail because they don't have the money to make it work, and then they don't have any chips, or they build it and it's too expensive and they just have...

The ants just know. It's like one person just specializes on these one task. And it's like, you're going to take this one tool and you're the best person in the world. And this is what you're going to do for your whole life is this one task in the fab.

The ants just know. It's like one person just specializes on these one task. And it's like, you're going to take this one tool and you're the best person in the world. And this is what you're going to do for your whole life is this one task in the fab.

The ants just know. It's like one person just specializes on these one task. And it's like, you're going to take this one tool and you're the best person in the world. And this is what you're going to do for your whole life is this one task in the fab.

This is what China is investing in. as well. It's like they can build out this long tail fab where the techniques are much more known. You don't have to figure out these problems with EUV. They're investing in this. And then they have large supply for things like the car door handles and the random stuff.