It is curious if China will sell the eUV machines that they are developing which will be distrupting to the microprocessor market.
If this scenario were to actually occur, it would undoubtedly bring about fundamental changes.
However, I consider it unlikely that it will come to this: Similar to the US, China pursues a strategy of not giving up its own advantages without receiving significant concessions or strategic benefits in return.
Another scenario seems more likely: Turkey could gain access to EUV lithography machines produced in China from around 2033/34, as these will not more high-end that time.
With this technology, Turkey would be able to manufacture semiconductor structures in the range of 16 to 5 nm by around 2040. However, once this technological level has been reached, further progress will be virtually impossible without highly specialized equipment, extensive know-how, and considerable research capacities.
In principle, both countries (USA & China) would always be 10-15 years ahead of the rest of the world.
Nevertheless, technological backwardness can be compensated for to a certain extent – primarily through smart and efficient chip design. The use of chiplet architectures and scaling to systems with a larger number of cores and integrated edge AI accelerators will enable significant progress to be made in specific areas of application. Such approaches could succeed in reducing the existing lead within five to eight years.
However, it should be noted that the US (Taiwan) – and to a certain extent China – currently have a lead of around 10 to 15 years over the rest of the world in this area. This lead is based not only on advanced manufacturing technology, but also on decades of expertise, a mature ecosystem of specialized professionals, software and tooling infrastructure, and massive investment.
Advances through innovative designs can narrow this gap, but they cannot close it completely on their own. Especially in areas such as energy efficiency, density, and manufacturing quality, such approaches reach their limits without access to the latest manufacturing technologies and the corresponding expertise.
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