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> They are still behind in semiconductors, maybe 10 or 20 years

i dont believe they're as behind as many analysis deems. In fact, making it illegal to export western chips to china only serves to cause the mother of all inventions, necessity, to pressure harder and make it work.



They will definitely throw more resources at it, but without even older equipment from the west, they have a bigger hill to climb as well. There are lots of material engineering secrets that they have to uncover before they get there, so that’s just my estimate of what they need to do it. I definitely could be wrong though, we’ll see.




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