Technology
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This is the same drivel that people and "analysts" were saying when the sanctions started. And look what they've accomplished in this short duration. They just have to eat a part of the market, even if it is inside their own country. There's much more to the market than just 5nm chips.
But the restriction set on China were so fair, right? Could it be because they are confident. no wayyyyy, that can't be.
I mean fuck the CCP but there's some serious copium going on.