The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Cherney: China Cannot Effectively Produce Sub-Leading-Edge Transistors Without EUV Machines
“They run up to up to the limit of like, they can't buy UV machines. The big ones that Lauren was just talking about. So if you can't buy those things, it's just fundamentally difficult to make transistors below a certain size and they can't do it effectively.”
Cherney: SMIC cannot effectively manufacture advanced sub-node chips without EUV machines
“Their manufacturing process is, is a lot worse. Like one of the research firms just published an analysis of the sort of one of the new Chinese chips, like homemade by SMIC. And it's like, it's good, but they're, they run up to the limit of, like, they can't b…”