Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: Haim R. Branisteanu who wrote (189052)	6/21/2022 8:05:53 PM
From: TobagoJack	Read Replies (1) \| Respond to of 217650

My understanding is several, per watch & brief of the space, that ... (1) The lower-end China semiconductor sales out of People's Republic of China China has overtaken that of the Republic of China. It is always the lower-end to be breached first semiconductors.org China’s Share of Global Chip Sales Now Surpasses Taiwan’s, Closing in on Europe’s and Japan’s (2) China overall is about 3-4 generations behind, but mainly in semiconductor manufacturing equipment part of the chain, and being addressed per usual per whatever methods worked before in other sectors bloomberg.com China’s Chipmaking Power Grows Despite US Effort to Counter It A flood of machinery heading to China draws attention as the US struggles to bolster its domestic chip industry. (3) Geely shall manufacture 7 nm later this year, at higher cost, lower quality, but start is start just-auto.com Geely to produce 7nm auto chips from Q3 Chip making capacity will give Chinese microprocessor industry a boost. (4) Design is a function of people talent, and people from ROC conveniently speak the correct language needed in PRC We watch and brief, for the issue is important, and recognised as so. Then there is application of the chips made, all of the Sunway series are locally produced, demo that the issue is less of capability and more about capacity, indicating that issues to global chip shortage shall be resolved per matter of time scmp.com China supercomputer achieves global first with ‘brain-scale’ AI model - Research team says latest Sunway machine is on a par with the US Frontier, named as the world’s most powerful just weeks earlier - Its speed has made it possible to train an artificial intelligence program with 174 trillion parameters, rivalling the synapses in the human brain