Re: Pronounciation
"Once China shows they can build a cutting-edge fab (instead of just claiming Taiwan's accomplishments for its own) then things get interesting."
Don't hold your breathe on the cutting edge fab from China - they are at least 10 years away from current lithography and I would be surprised if they get close to ASML equipment in that timeframe.
Of course they could always buy ASML equipment but second/third hand is much cheaper and you avoid the TSMC/Intel/Samsung queue.
China hasn't committed to a multi-billion dollar fab yet - they've announced them but only built test lines while pulling back from initial investment promises and likely struggle with quality from test lines versus what they can get from international sources. It's not easy to copy bleeding edge or even 5 year old processes...
Biting the hand that feeds IT
