To: sense who wrote (164204 ) 10/23/2020 7:20:47 PM From: Gib Bogle Read Replies (2) | Respond to It isn't a question of mastering a 20-year old technology. China makes chips, but the technology is constantly advancing and the Chinese semiconductor manufacturers are behind, trying to catch up. There have been many comments on the Qualcomm board on this subject, and if you are interested I suggest you spend some time there. Taiwan Semiconductor is a world leader, and Trump is trying to stop China from being able to buy chips from there.Message 32996089 China is on course to import $300 billion of semiconductors for the third straight year, underscoring its dependence on U.S. technology. That’s something President Xi Jinping is determined to end. $1.4 trillion through 2025 for technologies from artificial intelligence to wireless networks. A focus of Beijing is to accelerate research into so-called third-generation semiconductors — circuits made of materials such as silicon carbide and gallium nitride, a fledgling technology where no country dominates.without silicon capabilities it will be difficult for China to build a proper semiconductor industry, said a senior TSMC official. designing them is an art, and even poaching a team of designers won’t necessarily guarantee success. The consensus is it won’t be easy for China to catch up , especially at the cutting-edge where TSMC and Samsung are producing chips whose circuits are measured in single-digit nanometers, or billionths of a meter. SMIC would have to double annual research spending in the next two-to-three years just to prevent its technology gap with those companies widening, says Bloomberg Intelligence analyst Charles Shum. ...
