I understand that making chips is hard, but this thinking reminds me of the Palm CEO&#x27;s quote &quot;PC guys are not going to just figure this out. They’re not going to just walk in.&quot;<p>Just look at how far Apple and TSMC have come since 2009. Sure, Apple &quot;cheated&quot; by acquiring PA Semi (the DEC Alpha people). But China has the rest of the ingredients: vertical integration of hardware&#x2F;software (I assume these will be used for defense-related HPC), strong political incentives to be independent, and massive amounts of cash.