Following reports that ASML is under diplomatic pressure to regulate the export of its fabrication equipment to China, we discuss market data, other suppliers of fab equipment, and a quick view of some of ASML’s own suppliers. Also covered are the differences between the approach to Exascale in China and the US based on recent research by Hyperion. We end the episode by setting up the vast universe that is the modern HPC software stack as we prepare to cover it systematically over several episodes. We welcome suggestions for guests who can shed light on the state of software in specific layers.
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