China will cut the cost of chip making so much it could drive TSMC, Intel, and Samsung out of business.

⚠ Where the Video Misses the Mark and Where It Gets It Right
A. The Illusion That "The West Lagged Behind in Packaging"

The video makes a mistake by suggesting that China discovered advanced packaging on its own while the West was asleep at the wheel:
• TSMC has developed and dominated CoWoS (Chip-on-Wafer-on-Substrate) and SoIC (3D) technologies for years—without which Nvidia’s H100 and Blackwell GPUs wouldn't even exist.
• AMD adopted chiplets and vertical cache stacking (3D V-Cache) for the commercial processor market as early as 2020.
• The real difference isn't that China invented the method, but that China was forced to make it its primary survival strategy, whereas the West used it merely to complement EUV lithography.

B. Density on Paper vs. Real-World Performance
The video's own script acknowledges the contradiction: the Kirin 9030 Pro has a transistor density similar to that of newer nodes, yet the chip's practical speed and thermal efficiency are on par with processors from two or three generations ago.
Physics offers no perfect shortcuts: multiple DUV exposures cause microscopic variations that increase parasitic current consumption. Stacking chips solves the logical distance issue but introduces thermal and long-term reliability challenges.

C. The Connection to Previous Chapters
This video sheds light on the mechanics of the Huawei OceanStor M900 and the race for EUV:
1. On the chip: When the domestic foundry cannot achieve extreme frequencies, the solution is to turn to chiplets and 3D LogicFolding.
2. In memory: CXMT produces HBM at the silicon level, while remaining capacity bottlenecks are shifted to the mass storage hierarchy (KV cache on M900 SSDs).
3. In the lab: Alongside these operational workarounds, the Shanghai Institute of Optics continues firing lasers at tin droplets 25,000 times per second, ensuring the country does not forgo the ultimate tool for when planar physics hits its limit.

Geopolitical isolation has not broken China's computing capacity; it has merely changed the geometry of the problem. By shifting the race from the horizontal axis (shrinking features on flat silicon) to the vertical axis (stacking data using interconnects and memory hierarchy), China has built a functional alternative that sustains its autonomy in data and telecommunications infrastructure without relying on a single line of code or lithography machine from the West.

الصين عايشه في المستقبل ❤

The West still fails to grasp a fundamental truth: Pressuring China may work in the short term, but it never lasts. Time and again, China has found ways to throw off the heavy yoke placed around its neck and turn restrictions into catalysts for innovation.
History offers countless examples, but modern times make the lesson unmistakable. When China was banned from participating in the International Space Station, it responded by building its own ... Tiangong, a fully independent orbital platform. When microchip sales were restricted, China accelerated domestic R&D and began producing its own advanced semiconductors. When sales of Chinese technology were blocked abroad, Beijing doubled down, developing systems so advanced, from 5G to 6G networks, that nations refusing to adopt them risk being left behind. The same pattern is visible in electric vehicles, wind power, solar energy, and other strategic industries: pressure only fuels progress.

The principle is simple: If a feat lies within the realm of human achievement, China will build it, relentlessly, efficiently, and at scale. Any nation that believes it can suppress China’s technological ascent is not merely mistaken, but delusional.
As former ASML CEO Peter Wennink bluntly observed: “The laws of physics in China are the same as here (Holland). The more you put them under pressure, the more likely it is that they will double up their efforts... We’re losing it all!” He went further, warning that U.S. restrictions could ultimately cripple his own company.

China’s trajectory is clear: External pressure does not halt progress; it accelerates it. Where others see barriers, China sees challenges to overcome, and opportunities to leap ahead.

EUV are absolutely needed because now China uses ASML DUV and if you can logic fold 7nm chip you can do it also with 3nm

This technology is 25-30 years old, the ways China was doing resulted in low yield 10-15%, not economical for mass production with a profit

The west will try to keep their colonial power intact by keeping their colonies undereducated. The education in the colonies are limited to the extend the future workforce will "understand the language, understand simple instruction, obedient. The level of education is centered on elementary school knowledge and never into high school or beyond. The British empire even forbid their colonies to use local cultures or languages in their education and the reason why many cultures of the slaves or coolies outside their homeland are gone forever. i.e. People in the Caribbean islands are immigrants from Africa, South Asia and some Chinese forget their culture and language of their homeland and only speaks and think British - a clear guided indoctrination. In their homeland itself local culture and languages are not the official curriculum in schools - in schools is English and English history, local culture were categorized as inferior. Chinese [Cantonese] in HK is for the lower class people and the elite speaks only English an live in the British elite society. with tea time , crocket, horse racing etc.
What I am writing is jus an illustration of the living environment among the chosen locals in a colonial government system - when being white is the elite. This environment is what the hegemonial powers will try to maintain to keep them in full power.
This is the wake-up call for the former colonial countries - but pity enough only e few realized and recognized these semi slave environment even now.
The USA doesn't see it and understand it even among the Democratic party and surely not among the Republican. They think to control China is preventing science entering that country like what they have done with the USSR. This method will not work with China and this is WHY! China has  millenniums of  culture and educations tradition that will bring you ahead in life and Community effort clan system that will make you stronger than as an individual. during the time when it was denied education of higher level by the western world - Chinese communities all over the world outside China put education as first priority in their life and future. In any of a Chinese community diaspora there will always be a Chinese school to the level of high school and to the level of elementary if the diaspora is small. What ethnic group have this tradition - not India, not any South-East Asian country or even Japan or Korea. Any Chinese child will have a Chinese education and the local western education in the period after WW-2.
The result of this environment means receiving STEM and other education is for a Chinese child a super highway to enter. The clan system will stimulate the foot entrance in any education system with the result super high educated knowledge could be imported into China with speed. The Chinese portfolio in STEM education is at this moment equal or surpass the Western knowledge. China also put capital in this import by offering premium benefits to scientist regardless of their ethnicity which is proven by their car industry. In the semiconductor industry even in the USD the majority scientist are ethnic Chinese local people or immigrants. In the manufacturing and packaging the Chinese home countries are the dominant producers. Worse of all their system are all robotic with manufacturing facilities operating without lights for humans to see 24/7. This is not available in the USA, because it needs special engineers that US don't have at all.
The problem with the EUV and DUV tools for Lithography is the patent. If China wants to produce their tool it CAN NOT be the same as the ASML. It is by international rules forbidden. China has started their new road of production and has succeeded in the light source production. All the rest is not a propriety ownership anymore. The new Chinese system will be better than the ASML system and don't need periodical cleaning of the light source. This achievement in this field could only be reach of decades of planning and executing the development planning of China during the time if disarray in China. Now after Deng Xiao Ping and now Xi Yin Ping - China is ready and executing their ambitions as a lightning rod.
Only after accepting this development gains by the west could the west NOT stay behind in technology, The west must accept it and cooperate with them as Germany  and Europe is doing so. If maintain our arrogance and hegemony feeling we will soon lost our edge and the US car industry is history and so is the semiconductor industry. Our arrogance force us not to understand that the EV world and semiconductor world is in Chinese hands.

EUV generation follows two principles, one deal with ions and electrons, the other electrons only.

1. Parting the atom into charged +ion and -electrons to give off light involving the +nucleus. (Less energy efficiency, ion mass >> electron mass)

2. Parting electrons from a cathode ray tube to give off light without involving the massive +nucleus. (High efficiency, no waste of energy into heavy +nucleus).

How would u feel when your brother stopping you from being successful in life?

Please.

I knew this was a big mistake when USA started banning China from every advanced tech available in the west. At that point there's only one choice, Make your own, And once the Chinese actually finish it will only benefit humanity as a whole. I am glad China is building their own DUV Or EUV, Something the west cannot control, In the west you see stories after stories of the rich and powerful holding humanity back because of money and control. Now they call it National Security! Now the rich and powerful who own AI want regulations for AI, Um I wonder why? Perhaps as gatekeepers for the rest of the planet! Luckily Trump is stupid but not stupid enough to call for regulations on something he and his Family have no control of. Like i said there's always the rich and powerful trying to hold humanity back, They have the system now they want to make it harder for other people to create their own. Another thing I just wonder what kind of fucked up weapon they tried to make to scare them into asking for regulations, And if the danger is so real i guess they have a good reason to be scare only one country loves spreading democracy through war. Looks like that tech advantage flew out the window and it was all easily regulated. But no Russia bad China worst.

Once again, the Chinese makes the west look like fools. SAD