How China Built Its ‘manhattan Project’ to Rival the West in AI Chips
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China's ambitious "Manhattan Project" for AI chips has sparked a lively debate about the country's potential to rival the West in this critical technology. Some commenters, like Ancalagon, are already speculating about the geopolitical implications, suggesting that China's advancements could be a precursor to a Taiwan takeover attempt between 2027-2030. Others, such as jakeinspace, believe that if China catches up with TSMC in fab technology, they could simply flood the world market with high-end chips, outcompeting international rivals. The discussion also veers into the darker aspects of China's rise, with some commenters, like simmerup and kjkjadksj, cynically discussing the price at which Taiwan might be willing to surrender to China's influence.
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https://archive.is/tKZmn
FWIW, this seems to be a Reuters report reprinted in Japan Times. Previous HN discussions got just a couple comments:
https://news.ycombinator.com/item?id=46301877 https://news.ycombinator.com/item?id=46307819
Realistically, the general public doesn't have access to an honest appraise of their capabilities. So we are left to infer from their accomplishments in other high-tech areas what their military industry is capable of producing.
I don't have that many kidneys left to buy gpus, ram and ssd at the prices they are now, let alone the prices next year.
You should probably focus your energies on Venezuela. Looks like Trump might start a war for christmas.
It's more like smearing/projection, like Q-anon/MAGA/Republican conspiracy theories about Democrats being pedophiles. Guess where the real pedophiles were hiding out.
Why would anyone voluntarily sign up to have Winnie the Pooh's boot on their face?
You overestimate length of the western outrage.
Anyway what's to sanction? Almost no country recognizes Taiwan. Diplomatically they changed one job in China to another
(For those confused: https://en.wikipedia.org/wiki/2014_Russian_annexation_of_Cri...)
> Their recruitment was part of an aggressive drive China launched in 2019 for semiconductor experts working abroad, offering signing bonuses that started at 3 million yuan to 5 million yuan ($420,000 to $700,000) and home-purchase subsidies, according to a review of government policy documents.
I guess they won't leave China anyways. So what's to sanction...
While I am sure that the vast majority of them are just regular people, I'm also pretty sure there are True Believers amongst them whose mission is to go out into the world and enrich themselves with the skills and knowledge to bring back to China and further the CCP's goals. Some of them might even attain citizenship in the country they go to while inwardly retaining full allegiance to the PRC.
Heck, I know people from other, friendly/allied countries who obtain US citizenship who, if you pose the hypothetical question "If your former country and the US got into a shooting war, who would you fight for?", they would pick their former country without hestitation.
And despite public policy and rhetoric sometimes stating how the PRC is becoming a rival or even existential threat to the Liberal Democratic World Order (TM), the Western democracies don't do anything to secure things. And quite frankly, I don't know if there is anything that could be done, short of getting into... highly controversial territory. Which if the situation were reversed, the CCP would probably not bat an eye to do.
I’d imagine a Chinese citizen living, studying, or working in the US has access to a lot more advanced knowledge than a US citizen trying to do so in China.
Up to this point, the US has been the one with the advanced knowledge. We now face a world where the opposite might become true.
But using the previous example, I’d imagine a future hypothetical American going to China to study or work would face a lot more roadblocks to obtaining and extracting any advanced knowledge, especially anything with strategic importance.
Over a big round table with cigar smoke in the air it's natural to come to the conclusion that the closed party can always outpace any set of open parties since it can take the public work and extend it with an advance that it keeps a secret.
In reality, we observe that open parties tend to win, or at minimum, if they lose, the closed party tends to have an entirely disconnected line of research that rarely incorporates ideas from the open party. In the rebasing metaphor, the reason for this is the free coordination an open party gets with other open parties. The closed party never gets to insert its advance into the shared state-of-the-art, so it loses all of the free maintenance of coordination, and it has to choose between paying the maintenance cost of integrating its secret advance with the public SOTA, dropping the secret advance and going back to parity with the public SOTA, or disconnecting from the public SOTA and going all hands in on its own ideas. The maintenance burden of integrating your ideas with the constantly moving SOTA may sound trivial but in practice it is usually prohibitively expensive if there are a lot of parties collaborating on the public SOTA.
Right now in the US, we have all of the disadvantages of the open model: the closed parties of the world can cheaply take ideas they like from Meta, Google, OpenAI and mix them with private advances, and all of the disadvantages of the closed model: our domestic tech industry keeps all of its technology a secret from other domestic competitors, and gets none of the coordination benefits of open research / technology, independents and startups are not only unable to access information about the SOTA, but they are actively attacked by the existing monopoly players with any means available, including using their access to massive capital to drain the talent pool. As we all know, they don't care that much about whether or not they can even use the talent efficiently, denying it to competitors is worth more.
An obvious counter-example to this is the NSA/GCHQ and cryptography. They've repeatedly shown that they're a good 5-15 years ahead of everyone else.
If cryptography researchers were keeping their results secret to within their institution / research circle, instead of sharing with academic community / public, would that advantage or disadvantage the NSA relative to the researchers? I think the answer is obvious, and it's a pretty excellent analogy for the US-China situation.
For me many Western politicians don't see past 5-10 years. Short-term China was Heaven (for big corp), so they used all the resources they had to justify what they did. Many called BS on that, but were treated like right wing, populists, old conservatives, naive, fear-mongering, etc. Almost a dejavu.
But I also don’t doubt that if the coin was flipped, China would not hesitate at all to fire any non-Chinese person from such sensitive projects, and all without any outcry you would see in the West.
I believe that a democratic China would still want to beat the West and become a superpower.
You're forgetting to mention that they're also getting paid a lot of money. Quite a lot of people will sell out, given the right conditions, for that amount of money especially in lower CoL areas. To be honest, I'm sure Western governments and companies could do the same if they wanted to bring in the expertise from China.
I wonder what could be used here, non-compete? IP infringement? Or doing it "for all mankind"?
As for knowledge, the YouTube channel Branch Education explained EUV lithography in great detail, sponsored by ASML itself.
My impression is that the knowledge is not that secretive, the precision required at every step is the key.
Ultimately a lot western innovation run on brain drained PRC talent. There is bamboo ceiling in western tech for east asians, specifically to restrict reverse knowledge transfer. Side effect is PRC once talent hits this ceiling they know big title and fat paychecks and upward mobility is back home, where frankly QoL is off the charts. Ultimately PRC wealthy enough to reverse brain drain aka brain recirculation and PRC talent aren't retarded enough to limit their career aspirations because west decides to cap their career trajectory and try to lock their future behind noncompete, especially in cold war vs their birth country. Worse, PRC wealthy enough even if there's no bamboo ceiling they can afford to reverse brain drain top 1%, hence current equilibirum. West needs PRC talent, west cannot afford PRC talent to climb too high, PRC can afford to take them off west's hands.
Until west figures out another source of talent, they're stuck in this talent trap. And IMO India ain't it, they don't have the integrated industrial chains and academic structure to produce same kind industrial ready workers yet.
But the science was probably not
I don't think this is classified technology, although asml would like it if they were punished.
And even if it's patented, China has been stealing everything with little consequence
Use of that term is not propaganda, it's normal English.
[0] https://www.pcmag.com/news/nvidia-might-cut-rtx-50-gpu-suppl...
We will also see talent pipeline erosion.
Just further Western industrial policy failure.
But large organizations like defense are all about distributed trust anyway - even if you could verify the hardware, the guy you order to do it is going to be a whole command chain removed and likely a contractor with a clearance in the civilian world.
Whereas your high level political and military leadership having direct contact with managers and designers in production facilities is extremely valuable.
Remember Snowden.
But realistically, they'll just bring out the wrench[0].
[0]: https://xkcd.com/538/
People always seem to imagine tyranny worried about a standard evidence. Tyranny has arrest quotas, evidence optional.
Unfortunately I already have to run a binary blob just to play fps games from 10 years ago. I can't even load a new OS onto my phone anymore.
Ultimately I'm not sure hardware sourced from China changes the trust equation very much, at least for me individually. I have much more concern about the FBI, which has recently decided to ramp up investigations into queer people [0][1][2], than I do about foreign powers - at least as long as it's not actively destructive malware or something.
> We will also see talent pipeline erosion.
We absolutely will, and to some degree I wonder if we aren't already with how popular tablets and phones are. I've noticed many young people these days don't really know how to interact with anything on a computer that isn't an app. GPUs and RAM becoming more significantly more expensive will take a huge chunk out of the hobby market and in doing so they will intensify the pipeline erosion.
[0] https://www.advocate.com/politics/pam-bondi-trans-equality-b... [1] https://ncac.org/news/advocacy-isnt-terrorism [2] https://www.hrw.org/news/2025/09/26/us-trump-targets-opponen...
With their new Radeon/RDNA architecture it took AMD years to overcome their reputation for having shitty drivers on their consumer GPUs (and that reputation was indeed deserved early on). And I bet if you go read GPU discussion online today you'll still find people saying that AMD is a worse choice because of drivers.
Oh and that's just to get the drivers to work. Not including company-specific features that need to be integrated by the game devs into their game codebase, like DLSS / FrameGen and FSR. And in the past there was other Nvidia/AMD-specific stuff like PhysX, hair rendering, etc.
Good podcast on him: https://newsletter.pragmaticengineer.com/p/from-swift-to-moj...
Mojo looked promising initially. The more details we got though, the more it became apparent that they weren't interested in actually competing with Nvidia. Mojo doesn't replace the majority of what CUDA does, it doesn't have any translation or interoperability with CUDA programs. It uses a proprietary compiler with a single implementation. They're not working in conjunction with any serious standardization orgs, they're reliant on C/C++ FFI for huge amounts of code and as far as I'm aware there's no SemVer of compute capability like CUDA offers. The more popular Mojo gets, the more entrenched Nvidia (and likely CUDA) will become. We need something more like OpenGL with mutual commitment from OEMs.
Lattner is an awesome dude, but Mojo is such a trend-chasing clusterfuck that I don't know what anyone sees in it. I'm worried that Apple's "fuck the dev experience" attitude rubbed off on Chris in the long run, and made him callous towards appeals to openness and industry-wide consortiums.
I can't claim to know more about GPU compilers than Lattner - but in this specific instance, I think Mojo fucked itself and is at the mercy of hardware vendors that don't care about it. CUDA, by comparison, is having zero expense spared in it's development at every layer of the stack. There is no comparison with Mojo, the project is doomed.
Its that nvidia relentlessly works with game developers to make sure their graphics tricks work with nvidia drivers. Its so obvious you miss it. Look in the nvidia driver updates they always list games that have fixes, performance ect. AMD never (used?) to do this they just gave you the drivers and expected developers to make their game work with it. The same strategy that MS used for their OS back in the 90's.
Thats at least how things got where they are now.
That is not to say this is good or bad. Just that it appears common.
Intermittent driver timeout or crash may be observed while playing Warhammer 40,000: Space Marine 2 on some AMD Graphics Products, such as the AMD Ryzen™ AI 9 HX 370.)
Lower than expected performance may be observed in Delta Force on Radeon™ RX 7000 series graphics products.
Intermittent stutter may be observed while playing Marvel Rivals when AMD FidelityFX™ Super Resolution 3 frame generation is enabled. "
https://www.amd.com/en/resources/support-articles/release-no...
I don't think the Chinese government will be too upset if cheap Chinese GPUs work best with China-made games. It will be quite the cultural coup if, in 20 years time, the most popular shooter is a Chinese version of Call of Duty or Battlefield.
When it comes to drivers, IMO all they really need is reasonable functionality on linux. That alone would probably be enough to get used in a budget steam machine or budget pc builds, with Windows 11 being a disaster and both RAM and GPU prices shooting through the roof. The choice may soon be Bazzite Linux with a janky GPU or gaming on your phone.
This was even proven in practice with Intel’s Arc. While they had (and to some extent still have) their share of driver problems, at a low enough price that isn’t a barrier.
I don't think that it will happen in the next 5 years, but who knows?
>> Due to Memory Shortages
I don't think Nvidia wants to give up on consumer. They're a gateway into the overall AI ecosystem.
Having feet planted there also make sure they can play the local game when that begins to blow up. Nvidia wants a robotics play, too.
This is a pragmatic choice. And most of the money is in commercial.
You mean, NV is after the money with a heavy heart and a sad tear or two over the abandoned consumers, like "We love you so much but sorry, we must go pragmatic on you"?
> And most of the money is in commercial.
This is a serious systemic failure and it's even wilder that it's accepted without question.
If Nvidia had infinite supply and infinite resources, they would absolutely continue doing consumer. There are constraints that prevent them from doing so at the typical volumes.
Giving up on consumer also means giving up on a gateway to more CUDA ecosystem users.
Does anyone here have leverage to affect strategy?
I 100% believe the strategy is to enlarge the Trump family's wealth, and it's been a wildly successful strategy (in the past year he's been able to create billions in wealth for his family [0]). At least this vaguely ties Trump's success to the success of the United States in a limited capacity. Completely destroying the US is not ideal for him, but it's clear all policy decisions being made are being done so based on their capacity to improve Trump's situation.
We've been headed this direction long before Trump, from both parties, increasingly American policy is about what's good for American companies and in particular the people who own them. Now that pool has just shrunk a bit.
0. https://www.wsj.com/politics/trump-family-business-visualize...
How can you say? The ultra wealthy are not playing team sports. If the country burned tomorrow they would just sit on their yacht or buy citizenship somewhere else.
Sure the lion share of his investments are currently in the US, but that could easily change.
Yes, they'll all be on yachts when the shit hits the fan, but they're still fighting to figure out who get the biggest yacht, and right now it seems like Trump has more to milk from us before he entirely lets this thing fall apart.
People like Trump are perfectly happy to destroy a trillion dollars of GDP as long as they get a billion. Project 2025 and all the techfascist dreams of "Network states" are exactly about destroying the US and ruling over the ashes. Christian fundamentalists for example are perfectly happy to have a shell of a former good country as long as they get to institute sharia law.
> from both parties, increasingly American policy is about what's good for American companies
When democrats lost the election to Reagan by a landslide, it was pretty clear Americans had no idea what good policy was and would not vote for it. That's what the problem was. Bill Clinton did neoliberalism and "It's the economy stupid" and democrats pushed for the Crime Bill because those slogans were what the American voter will respond to, at least until right wing media improved it's propaganda power to turn the entire concept of "democrat" into a slur.
Voters in the 80s decided that hard work and building a better future was for suckers, and they'd rather loot the future and do cocaine now. So here we are. Now the exact same people are pitching a fit and giving everything to Trump because they are angry that the policies they supported the past 40 years did exactly what they should have expected.
People keep voting for republicans because "the debt is bad" despite 25 years of direct and objective evidence showing that to be the worst idea.
People keep voting for republicans for "anti-war" despite Bush Jr. getting re-elected for running multiple criminal wars against the middle east, not even the right fucking countries, "for doing 9/11"
People keep voting for republicans "because of the economy" even though republicans haven't shown any ability to run the damn economy for decades, and Trump specifically pushing for things that harm the economy outright.
The voters are bad at voting.
Exactly, just as taking out structural supports when stripping copper and goods from a three story walkup is sub optimal and potentially fatal.
But make no mistake, from way out here (Australia), having watched the US for decades, it really does look like you've a grifter inside the house taking everything that isn't nailed down with zero concern for anyone else in the US.
It's a bad time for those that cannot afford shiny gold baubles.
Nah.
He wants to be a dictator that extracts wealth from it's citizens.
He has a benefit from following the communist path to extract wealth. Make lives miserable, so they are living off the state ( eg. standing in line for bread), so they can't protest.
The Infrastructure act that spent $500B on roads, ports, and water projects? The CHIPS act that spent $50B on decoupling and R&D?! The Climate & Energy act ("IRA") that spent $400B on clean energy subsidies??!!
I can understand the perspective of wanting more, but the forward-looking policies of the last administration were in a different galaxy compared to those of the current administration, where the big plan is to chop USAID, deport illegals, and cut capital gains tax.
These are night and day, and frankly it's concerning that so many people can sit down and look at the bowl of admittedly somewhat mediocre pasta and a bowl of literal shit and say "I can't tell the difference!"
I bet China’s first priority when building semiconductors isn’t hiring lawyers.
Oh, but trollbridge saw a lawyer once! That's it, phone it in, shut it all down, corruption proven, the gigantic buildings must be a figment of collective imagination.
Troll harder lol.
People have all sorts of mythologized reasons for why the USSR failed, because while it often produced immense amounts of goods and services and well educated people in certain areas (sometimes beating "the west" by a good margin for one or two years at a go), it also made long term advancement contingent on the party and not the real world and became incapable of handling major changes.
We're witnessing that now in the US with perhaps one of the most incompetent governments in history that is also burning down the non-political institutions of expertise that for all their faults and mistakes, at least had educated and motivated people that cared about their purpose.
We’re not the good guys here. China isn’t great, but they at least don’t bully the entire world and kill millions of people.
We're not the good guys here, but if you think China's any better then I have a bridge to sell you in Beijing.
Damned if you. Damned if you don't.
Good joke. Probably a couple of tech billionaires will eventually say something and then something will happen.
As the comment you responded to said: it's all about the next quarterly profits. The fact that we are getting leapfrogged by China doesn't matter to those CEOs: that's a long-term thing, and it doesn't impact their next bonus.
This seems like the obvious conclusion of an ethnic bloc against a mercenary creedel nation?
Any westerner reading this right now wouldn’t die for their country, it’s almost absurd. It’s like asking them to die for Walmart.
So, now they just need an old retired Chinese that worked for Zeiss and build a prototype for the optical devices they need.
They use armies of graduates just to literally copy, when they could build something new or different.
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