China has their own fabs - e.g. SMIC. They manufacture a lot of semis. They’re currently doing 7nm. Meanwhile there’s work towards a homegrown EUV machine that can unlock lower node. I think Huawei is planning to test theirs later this year. If theirs doesn’t work, someone else’s would. China has deployed significant capital and people to the effort so it’s a matter of time until some team cracks it.
China has their own fabs - e.g. SMIC. They manufacture a lot of semis. They’re currently doing 7nm. Meanwhile there’s work towards a homegrown EUV machine that can unlock lower node. I think Huawei is planning to test theirs later this year. If theirs doesn’t work, someone else’s would. China has deployed significant capital and people to the effort so it’s a matter of time until some team cracks it.