China squandered its chance to build a home-grown semiconductor industry
scmp.com
scmp.com
Semis are already feeling Huawei presence in the world, huawei designs its own soc and some of its components. The bigger Huawei market share the smaller amount of US components need to be exported.
Why focus on it when South Korea, Taiwan was already doing it ?
As the article states, it's a 500 billion dollar industry.
Compared to energy, defense it's much less important ( but critical ).
Now that the US is threatening to shut them off, they are being forced to invest more heavily.
I saw a graph the other day, within 2030 or something, china was poised to hold a monopsony position in semis, something like 80% of global semi consumption is going to come from China.
It's just surprising that the US would kick their biggest semiconductor customer in the head.
> Ara runs at 1.2 GHz in the typical corner (TT/0.80 V/25 oC), achieving a performance up to 34 DP-GFLOPS. In terms of energy efficiency, Ara achieves up to 67 DP-GFLOPS/W under the same conditions, which is 56% higher than similar vector processors found in literature.
market share, which means total value ( $$ ).
> but it would take them a while to make something like a Xeon.
By a while do you mean 10 years max ? that's not a long time.
[2]https://www.scmp.com/news/china/diplomacy/article/3005738/ch...
[3]https://www.wired.com/story/us-accuses-chinese-stealing-micr...
[4]https://www.justice.gov/opa/pr/prc-state-owned-company-taiwa...
[5]https://www.wsj.com/articles/taiwans-technology-secrets-come...
What I've read about made in 2025 in the past few years, the motto of CCP can be distilled down to:
1) Whatever CCP can't build, it will try to buy
2) Whatever CCP can't buy, it will try to steal
Did anyone ever think that?
China may led the world in cheap electronic components, but there is no reason that India couldn't do the same if the USA trade war with China keeps escalating. Italy also has many small workshop that can crank out small precision parts. Sooner or latter Eastern Europe will get back into the game.
Japan/S Korea/Taiwan beg to differ. Those are under democratic governance, but 'centralized' never the less. Japan has lion share of Semiconductor equipment, while South Korea and Taiwan are leading the most advanced foundry business.
Also it's noticeable that Japan doesn't feature, why's that and why are the Japanese cool about that?
The article alludes to a major Chinese shortcoming: that it thought it could own semiconductor manufacturing by owning the equipment. A lot of US nationalism is centered on how the US leads in terms of culture. It would be precarious to assume that we should really be so advantaged, or more broadly, to pin your success on the failure of your competitor.
Of course not. It just requires China actually do the research for the tech instead of stealing it.
> The level of understanding possessed by the US presidential candidates for the 2020 elections is a little worrying. For starters, we have a number of folks who want to break up big tech without a corresponding plan to break up the oligarchies held by the big telcos.
Another set of 19th century solutions.
> The article alludes to a major Chinese shortcoming: that it thought it could own semiconductor manufacturing by owning the equipment.
IP theft isn't the same as IP research.
> A lot of US nationalism is centered on how the US leads in terms of culture. It would be precarious to assume that we should really be so advantaged, or more broadly, to pin your success on the failure of your competitor.
It's more than just culture. We have a set of law that protects our research efforts. In China, what protection is there from competition or even the government?