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Wednesday, October 26, 2022 8:18:05 PM
It has been said..."The Chinese don't build their OWN semi-conductors" meaning:
The following is true...... at least for new future semi-conductors designs and build out........
1) They (The Chinese) do not design the semi-conductors at all. All designs are from the west.
2) They import the equipment to build these semi-conductors.
3) The tools necessary to operate the equipment are imported from the west.
4) The software that runs on the equipment is from the west.
5) The labour is in fact also "imported" to manage the whole thing at least some of the labour for management of operations.
If this is all true ........... well yes quite plausible.
I believe it will take time to unwind of course but as far as future chip building is concerned............ well therein lies the rub.
Regardless of these factors China is make great leaps in the following ways:
"Having said that, China has particular expertise in developing new super conductive materials. Chinese telecommunications giant Huawei is leading in photonic computing as well as the development of transistors made of graphene. In addition, China leads in outsourced semiconductor assembly, testing and packaging. The development of advanced chip packaging, new transistor architectures and new carbon-based materials could be game changers that would make China the global leader in semiconductors by 2025, according to GlobalData research."
So two opposite views here. Perhaps the ware on chips has its reasons.?
L_R
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