Jensen Huang: China will master advanced chip lithography by 2030

Nvidia CEO Jensen Huang said he expects China to develop its own advanced lithography tools for chipmaking within three to four years, calling it "just a matter of time." He suggested China's trajectory means it is effectively already on that path.

Why it matters: Coming from the head of the world's most valuable chip company, this is a notable admission that export controls on lithography equipment may only delay, not prevent, China's chip self-sufficiency — a core assumption behind current US chip policy.