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US Intel

(stratechery.com)
539 points maguay | 1 comments | 26 Aug 25 10:47 UTC | HN request time: 0.206s | source
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Diog ◴[26 Aug 25 14:37 UTC] No.45027159[source]▶
To be honest, for most Chinese people, the reason we haven't taken action regarding Taiwan is not because of TSMC, but rather our patience with the current will of the Taiwan people. However, this patience has its limits. Even if TSMC has better chips now, China mainland will surpass them next 10 years. You can compare the gap in chip technology between Chinese companies in 2015 and that projected for 2025 to see this trend. As for Intel, we don't really care about it.
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qwytw ◴[26 Aug 25 15:07 UTC] No.45027637[source]▶
> companies in 2015 and that projected for 2025 to see this trend

It's easy to grow very fast when you are starting from a very low base. Especially when you are chasing someone.

It's a bit like China's GDP per capita. If it continued growing at the same pace as between 2000 and 2020 it might have had a chance to catch up with US in a few decades or so from now. Certainly Western Europe.

Yet based on current trends they will never close the gap (then again who knows what will change in the next 10-20 years or so).

Of course demographic collapse is not that far either. US and Europe at least have immigrants propping them up.

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1. sumanthvepa ◴[27 Aug 25 05:15 UTC] No.45035706[source]▶
The problem with predicting that China won't catch up on GDP per capita with the West is that the West too went through those growth phases about a century or two ago. It will take a 100-200 years, but China, and the rest of world will catch up. Just a matter of time. A long time no doubt. But it will happen.