Discussion

• @kyleichan Kyle Chan on x

  China apparently has a working prototype of an EUV lithography machine. - Secret lab in Shenzhen - Team of former ASML engineers - Reverse-engineered parts - Yet to produce working chips - Deep involvement by Huawei - Aiming for use by 2028-2030 https://www.reuters.com/...

• @alexandernl Alexander Klöpping on x

  Dit klinkt als een big fucking deal https://www.reuters.com/...

• @niubi Bill Bishop on x

  Sounds like a massive security failure by ASML and the Dutch intelligence services - How China built its ‘Manhattan Project’ to rival the West in AI chips https://www.reuters.com/... [image]

• @newlefteviews @newlefteviews on x

  I had said at some point said that China would develop their own EUV lithography machines eventually (Huawei, SMEE, Harbin, Tsinghua et al have made inroads) but this story of them replicating an ASLM one is really not credible. It seems incredibly unlikely to ‘reverse engineer’

• @dancollins2011 Dan Collins on x

  Instead of just selling hundreds of billions of dollars in Chip equipment they created a competitor. Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips https://www.reuters.com/...

• @curtis_yarvin Curtis Yarvin on x

  Obviously would be very racist to suggest that when EUV light sources are one of our last 3 technical advantages over China, hiring “Lin Nan” as “head of light sources” might not be the greatest idea [image]

• @shaunrein Shaun Rein on x

  The Dutch have smart engineers but dumb politicians. The Chinese have smart engineers & smart politicians Obviously China will be able to make EUV lithography machines. Anyone who says they won't is either stupid, racist or bigot ASML will lose China market just like Nvidia

• @andrewcurran_ Andrew Curran on x

  Reuters is reporting that China's classified EUV project has reverse engineered and successfully built a prototype EUV machine with the help of former ASML engineers. [image]

• @rnaudbertrand Arnaud Bertrand on x

  This is an incredible story by Reuters: they reveal that China now has a working EUV lithography machine prototype, which makes China the only country in the world to have succeeded at replicating the ASML technology, years earlier than anticipated. The machine apparently “fills …

• @richten_nach Johannes Schmitthenner on x

  Es ist so over

• @jcmittelstaedt @jcmittelstaedt on x

  Wow Inside Huawei, few employees know the scope of this work. “The teams are kept isolated from each other to protect the confidentiality of the project,” one of the people said. “ They don't know what the other teams work on.” https://www.reuters.com/.... [image]

• @plzbepatient @plzbepatient on x

  China is extremely serious about the things that matter and the West is just asleep at the wheel

• @jukan05 @jukan05 on x

  After seeing today's news that China unveiled an EUV prototype, I was reminded of QF's tweet — someone I'm mutuals with: > ‘If you think China was likely to obtain EUV soon, you should be short almost every semi & AI stock.’ Honestly, I'm confused as well. I thought it would [ima…

• @zephyr_z9 @zephyr_z9 on x

  Nobody will buy Chinese EUV machines (outside China) due to low throughput and NatSec reasons The story isn't “ASML lost its monopoly” It's about Huawei or Cambricon being able to get their 2/3nm AI GPUs fabbed at a higher cost (rn they can't get it)

• @okaythenfuture @okaythenfuture on x

  A serious government run by serious people will always win. China is now a full stack tech civilization.

• @mmjukic Marko Jukic on x

  Least surprising news of the decade. In the words of ASML's own CEO: “The laws of physics in China are the same as here.”

• @hsu_steve Steve Hsu on x

  Reuters: Shenzhen team completed a working prototype of a EUV machine in early 2025 Government is targeting 2028 for working chips, but sources say 2030 is more likely. ... The team includes recently retired, Chinese-born former ASML engineers and scientists—prime recruitment [im…

• @astrogrant Grant Tremblay on x

  Once you get deep into the ASML/EUV cinematic Universe (read “Chip Wars") you can't get out of it. Most complex machine in human history. Wowza story. [image]

• @aureliano451 Keke De Namasté on x

  they're selling ASML lithography equipment on Alibaba, guys [image]

• @bubbleboi Bubble Boi on x

  China built a working EUV prototype in less than 5 years and the entire venture capital industry hasn't produced one successful lithography startup. I don't say this with like joy or to rub it in. But we need to take a hard look at what we are doing wrong. I don't think the

• @glennluk Glenn on x

  - Working prototype as of early 2025 - Solved light source (but requires larger operational footprint) - Still not there on optics - Huawei leading top-secret effort - National goal of working chip production by 2028 https://www.reuters.com/...

• @thedailymao @thedailymao on x

  That's right, it's time to fire all the Chinese nationals and ethnic Chinese researchers working at ASML in the Netherlands and the US, and then subject them to grueling security interviews. Do it. Do it now

• @byron_wan Byron Wan on x

  This piece of news about Lin Nan (林楠), ASML's former head of light source technology in Netherlands, leading a team at 🇨🇳 Shanghai Institute of Optics and Fine Mechanics of CAS to achieve some EUV breakthrough didn't draw much attention when it came out in April this year... 🤔

• @rickjoe_pla Rick Joe on x

  The reporting around this so far has parallels with 2009-2012 era reporting on PRC 5th gen efforts, in all of the wrong ways...

• @whyvert @whyvert on x

  China reportedly now has the ability to build advanced chipmaking machines. Thanks to Chinese former engineers from ASML, the Dutch company. This is the problem with the strategy of brain draining China. The brains can go back home after they've gained the know-how.

• @bgmasters Blake Masters on x

  This is a five alarm fire. DC needs to wake up. Nobody has wanted to believe that China is close to EUV. Well, they're close. If China can make advanced semis come 2028 or 2030 while America is still dependent on Taiwan and ASML, they win and we lose. Yes it's terrifying when you

• @lukolejnik Lukasz Olejnik on x

  China's semiconductor breakthrough. In a secret Shenzhen facility, former ASML engineers helped reverse engineer and build an EUV lithography prototype while working under fake identities. 2030 as the realistic production target, years ahead of Western predictions. China is on [i…

• @arctotherium42 @arctotherium42 on x

  China got around this the obvious way: by recruiting Chinese engineers who worked for ASML. Do people understand real life isn't a Paradox game and a pop crossing borders doesn't make them “yours”?

• @pythiar @pythiar on x

  Let's say China gets a working EUV machine tomorrow, EXE3800 spec. What is the transmission mechanism through which that affects ASML (aside from falling DUV sales into China say). $ASML sells no EUV machines into China, there is no Chinese business to disrupt. So you have to

• @kimmonismus @kimmonismus on x

  This is really big news and explains and explains why Chia has little interest in NVIDIA's H200 Reuters is reporting that China's classified EUV project has reverse engineered and successfully built a prototype EUV machine with the help of former ASML engineers This also [image]

• @emiyazono Evan Miyazono on x

  Seems big but also not clear it won't finish in time to be a node or two behind when it starts making chips in 2028 or 2030. Timelines for deployment and to recursive self improvement matter more in light of this

• @gustaftweets Gustaf on x

  I'm sceptic given that ASML is dependent on many suppliers downstream such as Carl Zeiss. However, it's obvious that China has momentum and long-term planning to its advantage - the West likely only has a short-term ‘upper hand’ (I believe max 5 years). Very impressive progress.

• @ruima Rui Ma on x

  The new Reuters piece about a top secret Chinese EUV prototype in Shenzhen makes it sound like you can make an EUV machine with just 100 new grads and a few dozen (??) ex-ASML engineers. Really? (China has a literal surplus of STEM PhDs, you can at least get some PhDs?) Also,

• @hsu_steve Steve Hsu on x

  Taylor Ogan broke this story on Manifold in early 2025. Taylor: ... there are teams at Huawei in two different parts of China that are working around the clock ... literally cut off from their friends and family just because the work they're doing is so sensitive. Imagine how

• @tisktusk @tisktusk on x

  I will buy cheap overpowered Chinese GPUs in my lifetime

• @jukan05 @jukan05 on x

  Bernstein: “If China succeeds in developing its own EUV and proves its competency, it could actually become a catalyst for the U.S. to ease export controls and allow ASML to officially sell EUV systems to China.” [image]

• @industrlpolicy Dhiraj on x

  This very likely qualifies as one of the most daring covert operations documented in modern history.

• @zephyr_z9 @zephyr_z9 on x

  1 year later than what I initially thought But it is what it is Chips fabbed on Chinese EUV will be on the market in 3-5 years [image]

• @zephyr_z9 @zephyr_z9 on x

  Well, it wasn't Reuters is mixing up lots of stuff They have worked on it for over 15 years Btw, this EUV isn't the only configuration They have multiple efforts with different light sources

• @asymmetricinfo Megan McArdle on x

  Well, that explains why they've been making noises about banning US chips.

• @noahpinion Noah Smith on x

  You can bet this is a propaganda move to get the U.S. to drop EUV export controls. In a year David Sacks will be saying “Unless we sell China our EUV, they'll just make their own!” And Trump will fall for it.

• @carnage4life Dare Obasanjo on bluesky

  China has secretly built a crude but working EUV prototype using ex-ASML engineers, years ahead of expectations.  —  It's part of a “Manhattan Project”-scale push to kick the U.S. out of its chip supply chain and achieve full semiconductor independence by 2030.  This would end Nv…

• @jamesomalley.co.uk James O'Malley on bluesky

  This is very, very bad news for the west.  —  www.reuters.com/world/china/ ...

• @petertl Peter Thal Larsen on bluesky

  Great reporting on China's efforts to replicate the machines that make the most advanced chips.  Fake ID cards, oblique networks of suppliers, and a prototype in a Shenzhen lab that almost fills a factory floor.  —  www.reuters.com/world/china/ ...

• @raphae.li Raphael Satter on bluesky

  Big story here and among the many scoops in it is the allegation that China is quietly handing out passports and tolerating dual nationality for specialists recruited to replicate ASML's EUV machines at a secret factory in Shenzhen.  —  www.reuters.com/world/china/ ...

• r/stupidpol r on reddit

  Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

• r/SubredditSimulator r on reddit

  Just read about this new biotech startup claiming they can reverse aging in mice, and I'm curious if this really means we're closer to anti-aging treatments for humans or if it's just hype? …

• r/TrueAnon r on reddit

  Part of me feels interested that China is catching up in terms of tech to the west.  Another part of me is scared that the little economy …

• r/TrueReddit r on reddit

  Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

• r/hardware r on reddit

  [EUV lithography] How China built its ‘Manhattan Project’ to rival the West in AI chips

• r/thenetherlands r on reddit

  Chinese ‘Manhattanproject’ kopieert ASML: Prototype EUV-machine voltooid

• r/neoliberal r on reddit

  Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips

• r/TankieTheDeprogram r on reddit

  Hot damn...

• r/accelerate r on reddit

  “Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips |  Reuters

• r/China_irl r on reddit

  路透社独家：中国已经成功打造光刻机

• r/KanagawaWave r on reddit

  你国攻克光刻机了？

• r/Sino r on reddit

  Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips.  Told you it was a matter of time.  Heh, heh, heh.

• r/China r on reddit

  Exclusive: How China built its ‘Manhattan Project’ to rival the West in AI chips