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exceptione 5 hours ago

The comparison with cars and cellphones falls short for ASML machines. The former categories involved western companies transferring IP to Chinese counterparts. So far, the Chinese have succeeded in stealing IP from ASML, but this is complexity in its own category. Also, the whole supply chain is part of the solution. That is a lot to copy.

But I agree that, given enough time, China should be able to. But Volvo en Tesla handing over IP themselves, and phone makers letting China produce and assemble phones (maybe not as extensive these days anymore) is something different.

EDIT: I mentioned Saab when I meant Volvo. Not sure if people downvoted based on that, I have no info on Saab so consider that as a mistake.

saidnooneever 5 hours ago | parent [-]

people overstate complexity of ASmL machines. They are not impossible to make or use, specialist work sure but its possible. The only reason why no one does it is: 1) IP laws, 2) Costs

China has Money and Smart people. (and very effective corporate / nationstate espionage) so they can most certainly reproduce advanced machines.

They might not have incentive yet to do it because it will not make them popular, and potentially output products would be banned on US/EU. They play a long game and want US and EU consumers to ask tehir governments to please allow the chinese products.. so their market share is safe and stable.

I think once there is enough incentive for them they would do it. They simply do not want to do it currently.

exceptione 4 hours ago | parent [-]

Why do you think they don't want to do it? I find that a weird statement, and your given reasons don't make sense to me. This is one of their core programs, and as part of that have taken over some IP via espionage programs. China is actively trying to build one for quite some time now.

  > people overstate complexity of ASmL machines. They are not impossible to make or use, specialist work sure but its possible. The only reason why no one does it is: 1) IP laws, 2) Costs
Citation needed, if these were the real roadblocks China would have had the machines by now already. Even with all the parts at hands (don't forget: from a total of 5100 suppliers) the Chinese couldn't assemble one. It is complex with a lot of know-how involved.

The real reasons are: enormous complexity, lots of original research involved, deeply specialized supply chains. Recreating that takes lots of time and money. Even if you cut corners and steal IP. So that leaves China with 'time' as the real impediment. And who knows, AI will be a boost to get to that goal?