UV machines
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jul 10, 2026 by Max Cherney · across every show →
Everything said about UV machines, oldest first
Jul 10, 2026 bearish
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.”