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[@JeffBoeker](/creator/twitter/JeffBoeker)
"@HannsBursell @latlonging @DiggingInTheDi1 Yes hukou (household registration) is required for medical care reimbursement (Medicare) the right to buy an apartment school social security payment"  
[X Link](https://x.com/JeffBoeker/status/1979031033333920250) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-17T03:45Z XXX followers, XX engagements


"But they suffered a lot in their K-12. South Korea has the most school pressure but Hong Kong Taiwan China are all quite stressful. I remember asking one Korean high school what his favorite activity was: sleeping on Sunday afternoon. The U.S. is only stressful in high school"  
[X Link](https://x.com/JeffBoeker/status/1979192586410528967) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-17T14:27Z XXX followers, XX engagements


"@HuWilliam416184 @lithos_graphein Which fab is this DUV tool in SMIC is using ASML DUV so seems unlikely there is such a high performing domestic tool"  
[X Link](https://x.com/JeffBoeker/status/1979571862083424478) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-18T15:34Z XXX followers, XX engagements


"@Jukanlosreve They can more money in China. Closer to home too"  
[X Link](https://x.com/JeffBoeker/status/1979872963991372048) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-19T11:31Z XXX followers, XX engagements


"@RYANHINGSHING SMSC is Zhangjiang or Lingang"  
[X Link](https://x.com/JeffBoeker/status/1968327942662136163) [@JeffBoeker](/creator/x/JeffBoeker) 2025-09-17T14:55Z XXX followers, XXX engagements


"In the semiconductor industry performance matters more than price. If ASML came out with a new EUV machine that allowed XX% less power or XX% better performance it would still find a market even if the price was $1B. But even the more prosaic DUV lithography is a barrier for China currently. Thats the barrier that should fall first. After all SMIC has some ASML DUV machines in hand so they can be studied"  
[X Link](https://x.com/JeffBoeker/status/1979535698219700238) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-18T13:11Z XXX followers, XXX engagements


"@sichuan_mala @gronusbonus If you think Shanghai has culture youre using a different metric than me. Beijing has culture; Kunming has a lot of culture. Shanghai/Shenzhen have more advanced infrastructure. Personally I always liked living in Tainan and Kaohsiung better than Taipei"  
[X Link](https://x.com/JeffBoeker/status/1979531158837674109) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-18T12:53Z XXX followers, XX engagements


"DeepSeek still uses NVidia chips. So do all the other AI companies. Jensen is advocating for the U.S. policy to change so he exaggerates and cherry picks facts. Huawei and others were always going to try to make AI chips. But difficult for 7-10nm process to compete with 2-3nm process. Of course if dont worry about price power consumption or number of chips Chinas AI data centers should be able to be competitive"  
[X Link](https://x.com/JeffBoeker/status/1979539669495742612) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-18T13:26Z XXX followers, XXX engagements


"@manlio0914 @CheburekiMan I know the Asian and U.S. fabs better. Infineon in Germany also makes chips for cars"  
[X Link](https://x.com/JeffBoeker/status/1979183553658110261) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-17T13:51Z XXX followers, XX engagements


"When someone like Nvidias Jensen says the U.S. should be more accommodating to China you take that at face value ignoring his business interests but when Sankar pushes a crackdown you highlight his business interests. Both have ulterior motives which make policy makers skeptical"  
[X Link](https://x.com/JeffBoeker/status/1979863617206919352) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-19T10:54Z XXX followers, XXX engagements


"SMIC reportedly made the logic chip (Kirin 9000S) for the Mate XX utilizing quadruple patterning on their ASML DUV tools. Hynix made the memory. These days the nm node is more marketing than science but you can compare with other 7nm processors to verify it has same performance. This has been done and while the chip has a little weaker performance on gpu and power consumption the raw performance is on par with TSMCs 7nm. So yes China can make a 7nm logic chip"  
[X Link](https://x.com/JeffBoeker/status/1980060936145715220) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-19T23:58Z XXX followers, XXX engagements


"Why do you think China wasnt hell bent on independence from Nvidia even before this. And now that China governments spent over $200B in the last decade on semiconductors and maxed out at 7nm do you think theyre going to make the jump to 2nm sans EUV litho I would like it if China could compete with Nvidia but its not on the horizon"  
[X Link](https://x.com/JeffBoeker/status/1980063412664119420) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-20T00:08Z XXX followers, XXX engagements


"@teortaxesTex Lots of US lithography companies failed too. And Im sure there are some Asian engineers in San Diego working on the Cymer EUV light source that ASML uses"  
[X Link](https://x.com/JeffBoeker/status/1980173322085367990) [@JeffBoeker](/creator/x/JeffBoeker) 2025-10-20T07:24Z XXX followers, XX engagements