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SITUATION EXPLAINED: What is China trying to do to catch up in semiconductors? @perrymetzger, chairman of Alliance for the Future: "The folks at Huawei are very clever, and even though they don't have EUV fabs, they've started building three-dimensional integrated circuits." "Normal logic chips usually have all of the transistors next to each other on a flat surface. The technology for getting things crammed in closer and closer has been bottoming out. But what they've said is, well, if you can't make things smaller on a flat surface, you start building upwards." "They also have several crash programs to develop EUV lithography. Understanding how to train AI systems is partially a question of mathematics and reading a lot of papers, and it's very difficult to embargo information on mathematics permanently." "What one group of human beings is capable of doing, another group of human beings, especially given the information about what the first set did, is capable of duplicating." "Your strategy in the world can't be that the other guy is going to have worse technology forever."
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