lithography equipment

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Sep 22, 2025 by Dylan Patel · across every show →

Everything said about lithography equipment, oldest first

Sep 22, 2025
Assertion Supported
Patel: China stockpiled lithography at 30-40% of equipment imports
“China, because they wanted, 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, and …”
Dylan Patel Sep 22, 2025 ▶ 16:00 Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China
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