You are probably right with regards to memory both DRAM and NAND.With semiconductors, probably 2-3 years at most either China would be equal or better than anyone else in this world. In terms of the whole stack of technologies required in that industry.
But with regards to high end logic this will take longer. And modern EVs and smartphones use this.
I think someone needs to develop an alternative hardware architecture with regards to AI that doesn't require such high end processes to do the same thing. Some time ago there was talk of using analog logic for inference. I think China should push this angle.
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