I was speaking on possibility of DeepSeek moment in lithography for many months with much ridicule from Twitter lithographers. I am sad to be proven correct but since truth is now out I will confess.
The United State is slowly realizing there is no way to stop Chinese lithography industry. Sanctions have been misapplied and the industry has reached escape velocity. ASML sees writing on wall and this why they open service facility in Beijing. They have no choice but to service older machines or risk being shut out of the market forever. TSMC is aware of this for many months and all senior leadership has been a warning of risk we may lose competitiveness on mature nodes. As for EUV light generation the progress Beijing has made has been astonishing… The DeepSeek moment in lithography I hinted before is sooner than many realize. I try not to cause panic before but I say this now with hope my voice gets heard by those who can influence government:
Taiwanese & U.S. government have been aware for many months that Beijing is developing an EUV mega source. This source is called the “High Energy Photon Source” (HEEPS) it is a storage ring synchrotron particle accelerator and is planned to provide 1000x more power than a single ASML High NA machine. There are plans to distribute the light to multiple semiconductor fabrication plants similar to the way a power plant distributes electricity. The construction of the facility is estimated to reach completion soon and is the CCP and Chinese Academia of Sciences top priority. I am attaching images for reference.
It is time for United States to start a similar effort and treat high power EUV light source as national security priority! We need a Manhattan project for lithography! The move of TSMC R&D facility and members to Arizona was not coincidence! It is the first step of a long road to self sufficiency for USA semiconductors.
Vir: Dr Kim
DAMIJAN blog 
Da bo več kot 70 milijard USD vrženih v razvoj mikroelektronike (samo s strani države privatnega kapitala tu ne štejemo) na Kitajskem v zadnjih letih prej ali slej rodilo sadove, je bilo za pričakovati. Presenečenje je v tem, da gre za prej kot slej.
Podobno sem pred meseci na Yandex Dzen prebral članek o ruskem razvoju roentgenske litografije kar pomeni resolucije pod 0,1 nm. Izgleda, da Kitajci in Rusi ne mislijo kopirati ASML, ampak ubrati povsem nove tehnološke rešitve. Če jim uspe, bo zgodba zelo zanimiva.
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Mimogrede, kot zanimivost.
Deepseek je nastal na osnovi AI platforme Ruske akademije znanosti, ki so jo Kitajci za drobiž odkupili v 90-tih letih prejšnjega stoletja.
Zakaj za drobiž? Menda je šlo za borih 16 tisoč USD. Ker je šlo bolj za “proof of concept” kot za praktično uporabno stvar v tistem času. Ker takrat ne procesorske moč,i ne druge komponente IT niso bile dovolj razvite za širšo praktično uporabo.
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