China's homegrown DUV lithography breakthrough and the debate over banning China's open-source AI
About this episode
The episode discusses China's advancements in DUV lithography and the implications of banning open-source AI.
Two big stories this week. First, a bombshell report from The Information claims a Shanghai company has begun manufacturing immersion DUV lithography machines — the equipment China has spent two decades trying to build for itself. Greg and co-host Adam Goodwin unpack what "immersion DUV" is, why five machines this year is both respectable and decades behind ASML, and the buried detail that may matter most: the Japanese components quietly helping China claim self-sufficiency. Greg argues the r...
People in this episode
Host: Greg
Guest: Adam Goodwin
Topics covered
- lithography
- China
- AI
- technology
- self-sufficiency
- manufacturing
Keywords
- DUV lithography
- China
- ASML
- open-source AI
- manufacturing
- technology
- self-sufficiency
Mentioned in this episode
Organizations: The Information, ASML, Japan
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