How China Is Making Chips Without ASML’s EUV:The Launch of China’s Carbon-Based Chip Production Line скачать в хорошем качестве

How China Is Making Chips Without ASML’s EUV:The Launch of China’s Carbon-Based Chip Production Line

In 2025, one of the most expensive machines on Earth still sits at the heart of advanced chipmaking: ASML’s EUV lithography system. Without it, no leading-edge 3-nanometer silicon. When EUV exports to China were restricted, many assumed it was game over. But five years later, China launched something unexpected — an 8-inch carbon-based integrated circuit production line. No EUV. No 3nm race. A 90nm process reportedly delivering performance approaching advanced silicon nodes in selected applications. This video is not about hype. It is about industrial logic. To understand how this happened, we rewind four decades — from Nike’s manufacturing shift in the 1980s, to Apple’s global supply chain model, to Tesla’s rapid Shanghai ramp-up — and examine how manufacturing scale, process discipline, and industrial coordination quietly accumulated. Carbon nanotube electronics have been researched for decades by institutions such as IBM and DARPA-backed programs. The science is not new. What may be new is the speed of translation — from lab breakthrough to production line — when materials science meets large-scale manufacturing capability. This episode explores: • Why carbon-based semiconductors don’t require EUV • How 90nm can compete with advanced silicon in certain use cases • The difference between overtaking on the same road — and building a parallel one • How supply chain integration affects innovation speed • Whether technological decoupling changes efficiency, not just geopolitics This is not a story about winners and losers. It’s a story about scale, markets, and arithmetic. Because in technology, time matters. And whoever scales first often shapes the next standard. If you’re interested in semiconductors, industrial strategy, and the future of global tech competition, this episode is for you. Subscribe for deeper analysis on chips, advanced manufacturing, and emerging technologies. See you in the next one.