Chinese semiconductor industry

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krautmeister

krautmeister

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FairAndUnbiased said:
A total chip ban would hand Chinese foundries, IDMs and equipment suppliers a monopoly inside China while themselves cutting off 50% of their market. No new market will replace China as to even use the outputs of the semiconductor sector you need a highly sophisticated fabless and PCB sector which in turn requires a highly sophisticated electronics and software sector. Costs would skyrocket and their newly built zombie fabs would collapse rapidly or go on subsidy life support permanently.

It'd be a stupid move.
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Yes, it would be a stupid move and it will probably happen anyways in some form. What has already happened shows the depths they will go to stop China. Looking at their "think" tanks, it is very obvious they are all ideologically driven. Their public and foreign policy closely reflect these "think" tanks recommendations. This isn't just a case of being funded by ruling class interests. It's evident in their wider cultural discourse throughout American culture from their media, schools, "think" tanks, or the man on the street. They're so far gone that lose-lose situations are now a common outcome. In China's case, the power balance is now becoming skewed enough that the former lose-lose situations are now often lose-win, with China on the winning side as you cited. Once the US loses its central role in semiconductors, it's going to be all downhill for them. I think this is wonderful.
 
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victoon

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FairAndUnbiased said:
you use redundant and hardened chips. Most of those are on older processes like 180 nm but use exotic architecture, materials and processes.
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AR in (F35) helmets and AI for autonomous weapons do rely on state of the art fabs. But the volume is small so I think China can live with higher cost from higher failure rate in the fab process if needed.
 
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