Thanks for sharing.
Is lack of inference chips due to the trading blocks by trump administration? What if Trump agrees to sell chips to china, would they collapse then? That's not a very strong position to be at
Is lack of inference chips due to the trading blocks by trump administration? What if Trump agrees to sell chips to china, would they collapse then? That's not a very strong position to be at
The report at [1] is a good summary of long term trends for China's rise in domestic self-sufficiency for semiconductor manufacturing. The report predicts "At current pace, China may achieve self-sufficiency in semiconductor manufacturing by 2027-2028, though trailing at leading-edge nodes". By contrast, before the first Trump presidency in 2017, a chart shows China importing 30% of all globally manufactured semiconductors (and increasing). Other reports on semiconductor fabrication equipment sales show the means, which is China having been and continuing to be in number (1) position for expenditure on semiconductor fabrication equipment.
The reports at [2] and [3] are also a good summary of long term trends for semiconductor foundry capacity predictions to 2031. A prediction is made that China's current 12% global semiconductor foundry supply capacity (across all semiconductor categories) in 2025 will expand to ~30% by 2031.
[1] https://www.yolegroup.com/product/report/china-semiconductor...
[2] https://www.yolegroup.com/product/report/status-of-the-semic...
[3] https://www.yolegroup.com/press-release/the-global-race-for-...