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To: neolib who wrote (71995)	10/30/2025 4:51:27 AM
From: neolib	Respond to of 72127

There have been a bunch of articles on a startup Substrate that is trying to do X-ray based litho tools. SA has this take: newsletter.semianalysis.com1yejogj_gaMTI2NzIwNTAyNi4xNzU1MDg5NzQz_ga_FKWNM9FBZ3*czE3NjE4MTQxNTEkbzI2JGcwJHQxNzYxODE0MTUxJGo2MCRsMCRoMTMwNDUzNzYxMQ.. I think their biz plan is nuts. They think they will build their own entire semi ecosystem on their own. That said, there were articles some time back on a Russian group trying to do this same X-ray litho strategy, and per SA, the Chinese are looking at it as well.

To: neolib who wrote (71995)	10/30/2025 9:28:16 AM
From: neolib	Respond to of 72127

A few details: One of the biggest flashpoints between the two nations has been artificial intelligence and the proliferation of chips required to power the vast computing needs of inference and training AI models. Specifically, Washington has hamstrung AMD and Nvidia in selling its most powerful chips to China, forcing the companies to create nerfed versions which comply with stringent export laws. Trump confirmed two leaders discussed chips, and according to NYT, "did not rule out the possibility" of letting Nvidia sell AI chips to China. However, Trump was adamant that there was no discussion of Nvidia's potent Blackwell chips, adding, "We're not talking about Blackwell," Bloomberg reports. That's despite claims just from Trump earlier this week that the two would "be speaking about Blackwells" ahead of the meeting. According to reports, China's own debrief of the summit was decidedly more measured, and crucially did not mention any semiconductor agreements. While the reported settling of the rare earths matter and the breaking of some ground over Nvidia will buoy investors, plenty of issues remain unresolved, and reports that today's agreement marks a truce, rather than a treaty. tomshardware.com