this post was submitted on 17 May 2026
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I am well aware of all of this however as you maybe subconsciously added yourself:
I agree the gap currently is the smallest it has ever been, there is however still a gap. I strongly believe from everything I know from my time in the industry that once Chinese EUV achieves a tape out the gap will not simply be closed but thanks to the build-up in novel workarounds that were required in the interim that can then be applied on top of the smaller dimension transistors we will be propelled to a substantial lead. However for now even if it is coming to an inevitable end we still trail the most advanced nodes.
Sure, I'm not arguing there isn't a gap currently. I just don't see the gap as being consequential in any way that matters already.