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That is true, but even Intel has adjusted to use numbers that reflect similar processes to TSMC, and Samsung does too.
I have no doubt SMIC (China) could be exaggerating a bit, Intel does that too. But I'm sure this is supposed to be comparable to Intel/Samsung/TSMC.
Yes, that's why the claim of 5nm is extremely interesting, that's almost impossible without EUV.
But we don't know enough yet, for instance error rate/yields are very important too. Without acceptable error rates, they can only make small dies, which complicate complex designs for demanding tasks, as they have to be spread among more dies.
Something AMD mastered with Ryzen, maybe in part because they were limited to Global Foundries (inferior production process to Intel at the time) when they designed the Ryzen chip, and they managed to turn a disadvantage in production into an advantage in design, using chiplets that worked extremely well together.
Also power consumption is important, because without lower power consumption reducing the scale of production is near meaningless.
That's the design side of the problem, and IDK where China is at regarding efficient AI chip design, but they did manage to make the worlds fastest super computer based on very good design a few years back. As I see it, design will be the lesser problem for China on chip production, because many companies have been working on their own design for years now. Even Xiaomi have their own AI design in their new chips, and those chips are very good from what I hear.
I agree, if the alternative is near monopoly by Nvidia and TSMC, I have no doubt that not only China but also the rest of the world will benefit too.
Nice info, thanks. I'm going to look up IPC comparisons if I can.