138th
Accuracy Rank

Hinterhunter

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0.590756

Relative Brier Score

307

Forecasts

53

Upvotes
Forecasting Activity
Forecasting Calendar
 

Past Week Past Month Past Year This Season All Time
Forecasts 6 49 338 307 1300
Comments 2 5 36 34 614
Questions Forecasted 6 32 64 52 191
Upvotes on Comments By This User 1 10 54 53 263
 Definitions
New Prediction
Hinterhunter
made their 4th forecast (view all):
Probability
Answer
Forecast Window
25% (0%)
Yes
Nov 24, 2024 to Nov 24, 2025
75% (0%)
No
Nov 24, 2024 to Nov 24, 2025
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New Prediction
New Prediction

Very small chance of a tie...

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New Prediction
Hinterhunter
made their 1st forecast (view all):
Probability
Answer
Forecast Window
3%
Yes
Nov 22, 2024 to May 22, 2025
97%
No
Nov 22, 2024 to May 22, 2025

Some instability related to economy and potential leadership change, but much larger repression apparatus

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New Prediction


"...gaining a detailed understanding of what is happening in China’s semiconductor industry is becoming increasingly difficult"

From the excellent article by Paul Triolo.  The Evolution of China’s Semiconductor Industry under U.S. Export Controls

As I have noted previously, Chinese front-end manufacturers approach to the advanced lithography problem takes several paths. Manufacturers will continue to use advanced deep ultraviolet (DUV) tools from ASML for as long as servicing and spare parts allow. This has been further complicated by the new U.S. export controls in October 2023 and late 2024 restricting tool sales. It remains unclear how the Dutch government, working with ASML, will implement any new controls on ASML’s existing DUV installed base in China, particular at SMIC and associated facilities, including any involving Huawei affiliated personnel and R&D efforts. This raises many issues, such as overlay thresholds and how ASML handles software updates to its existing tools at now-restricted facilities in China, including SMIC’s.

This confirms the argument that there may be proof that chinese DUV exists in the products that are made, but no outside verified report that will serve for resolution (Also, see the case of the korean accused of michochip espionage in China recently:  https://www.ft.com/content/f6fc898d-9f3b-4aa5-962e-621ba450ddbe )

At the same time, it is increasingly clear that SMIC will not be able to get to something that can be called a 3 nanometer process using its existing DUV tools. Most industry observers agree that 5 nanometer is the limit here. SMIC’S so-called N+3 process could allow the firm to reach close to the density level of the TSMC N6 or Samsung 5 nanometer processes. In a best-case scenario, another iteration of process technology could mean achieving a node that is just marginally less capable than TSMC’s N5 process.


Much has been written over the past year on Huawei’s efforts to pursue with SMIC and SiCarrier, techniques including quadruple patterning (SAQP)50 for using DUV down to 3-nanometer-class nodes. Huawei and SMIC have patented SAQP and other SAxP methods, as has SiCarrier. But industry experts are skeptical that it will be possible to use DUV based SAQP to get to 3-nanometer-class nodes. One well connected industry observer noted in November that “in discussions with a company that supplies materials to China’s semiconductor industry, he explained that doing SAQP the entire way is really difficult and SMIC still has not fully mastered this process.”Moving from some ability to do 7-nanometer-class node production down to 5-nanometer-class-node production is very difficult. Industry experts believe that getting to 3 nanometer-class node production via this pathway is not likely, and that efforts to move to EUV could prove successful before this could be accomplished.

If this argument is solid, someone has to explain how now Xiaomi is producing 3 nm chips too. https://www.thedailyscrumnews.com/chinas-semiconductor-leap-xiaomi-unveils-3nm-chip-without-euv-technology/

Because a detailed understanding IS increasingly difficult, this article by some respected defense analysts, is however rid with wishful thinking:

China’s chip chokepoints

1. EDA tools for chip design have proliferated and such work can easily be outsourced to India for a fraction of the cost of a few years back.

2. Chinese have advanced rapidly in photoresist manufacturing, which was never a real chokepoint as the japanese are forced to sell to them,  https://global.chinadaily.com.cn/a/202410/18/WS6711b8f9a310f1265a1c8419.html

3. As has been discussed previously, export controls of the most advanced lithography machines, and lack of an indigenous top of the line machine, does not impede many forms of contraband, adaptation, secret manufacturing, at volume .

4. Good luck with this in the Trump unilateral tariff era: "The United States needs a new multilateral export regime powered by consensus among key partners that make semiconductor manufacturing tools, many of whom would prefer to continue selling to China at some level. "

Postdata: In my first forecast I linked to the "peak lithography" argument made by some. ASML appears to have addressed this recently, but I have no access to the paywalled article:

ASML puts peak litho rumors to rest

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New Prediction
Hinterhunter
made their 8th forecast (view all):
Probability
Answer
17% (0%)
Togo
99% (+34%)
Any other African country with no previous Wagner or Africa Corps operations
Any other country seems to be resolved, this article provides seemingly solid evidence :
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New Prediction
Hinterhunter
made their 7th forecast (view all):
Probability
Answer
17% (0%)
Togo
65% (+15%)
Any other African country with no previous Wagner or Africa Corps operations
Upping on Equatorial Guinea although confirmation will be slow
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New Prediction
I was wrong and little time left. Counterparty hardly exists now
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New Prediction
Little time remaining, no real opposition, wars need leadership continuity
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New Prediction

passage of time

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