so making choices which drop the odds of success so drastically
I wouldn’t say “drastically” here so maybe this is the crux. I think the chances of success if China does make an all out push for semiconductors is very low given its own resources and likely US and allies’ responses (e.g. they could collectively way outspend China on their own subsidies). I could express this as <1% chance of having a world leading semi fab 10 years from now and <5% chance 20 years from now, no matter what China chooses to do at this point. If hegemony was the only goal then even a 1% chance would be worth it, but “drastically” makes me think maybe that’s not what you’re saying. These are off the cuff numbers so I’m pretty open to changing my mind about them, but seem reasonable given what I know about China’s research capabilities and what it took for the world to reach its current level of semiconductor technology.
I wouldn’t say “drastically” here so maybe this is the crux. I think the chances of success if China does make an all out push for semiconductors is very low given its own resources and likely US and allies’ responses (e.g. they could collectively way outspend China on their own subsidies). I could express this as <1% chance of having a world leading semi fab 10 years from now and <5% chance 20 years from now, no matter what China chooses to do at this point. If hegemony was the only goal then even a 1% chance would be worth it, but “drastically” makes me think maybe that’s not what you’re saying. These are off the cuff numbers so I’m pretty open to changing my mind about them, but seem reasonable given what I know about China’s research capabilities and what it took for the world to reach its current level of semiconductor technology.