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Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
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SemiAnalysis President Doug O'Laughlin on the one machine standing between China and full chip independence: "My favorite anecdote is that for 10 years at SPIE, the lithography conference, they were like, do you think we'll ever fix this problem to make EUV? And up until 2012, they were like, yeah, no way. So this has been a long time running, and the optics is one extremely hard problem. I do think it's an order of magnitude harder than DUV." "DUV optics is not as much of a moonshot, we got…