CTS co-founder @KonstantinPilz says China makes all its AI chips on Western DUV machines, the US could cut that off tomorrow, and explains why it hasn't: "China is relying entirely on Western machines to make its AI compute. They are not using EUV, which has been banned since 2019, but they are using DUV, the previous generation. China has rapidly ramped up the amount of DUV they are buying, and the US is just not doing anything about that." "If the US wanted to, they could just restrict those exports and China would be making way less AI compute." "Someone goes to policymakers and says, here's my first recommendation, ideally we'd also do this, this, and this. And policymakers are like, oh, maybe we'll talk about the first one." "We've known about DUV for probably several years now. It's just a very slow process to convince people to actually act on it." @techstatecraft