the real question is: what does it mean that we're asking this ONLY about China? This isn't about "overcapacity" or "unfair trade" or some communist quirks. That IS how an advanced economy during singularity is supposed to look like. High-end chip supply chain… or just copper.
There’s a genuine question as to what is China going to actually import in the future?
Just raw materials?
No Digg Deeper questions have been answered for this story yet.
Though for now they *are* willing to buy chips/DUV/EUV, mom just won't let them. 12 months later, the AI takeoff will get so hot the capex plans will explode, they'll be desperate to buy hundreds of billions more, whatever limits are imposed from inside or outside. But that's all
the real question is: what does it mean that we're asking this ONLY about China? This isn't about "overcapacity" or "unfair trade" or some communist quirks. That IS how an advanced economy during singularity is supposed to look like. High-end chip supply chain… or just copper.