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ai morning #35 — china starts mass-producing chip-making machines, kimi k3 goes open-weight
China began mass-producing immersion DUV lithography machines. First deliveries already shipped sooner than anyone expected. ASML shares dropped to their lowest since June, and Asian chip stocks hit circuit breakers. The hardware wall underpinning Western AI strategy just developed a very large crack.
Marcus walks through what happened, why Yuliangsheng's production start matters more than the stock reaction, and what it means for builders betting on stable GPU pricing.
In this episode:
00:00 Intro
01:18 China's homegrown ASML: first — Yuliangsheng mass-produces immersion DUV lithography…
The skinny
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