China’s government was always willing to fund domestic chip production but the Trade War has created demand for domestic chips.
There was not much demand for Chinese chips because the assumption was that US chips would be available.
China will aggressively push their chips domestically and into Africa and other markets.
It be an expensive roughly ten year effort for China to catch up in semiconductors.
China is making good progress in some areas and should not be under-estimated. For a key type of memory chip known as NAND, Chinese firms are closing the gap.
“Money is not an issue for the Chinese government,” says one executive at a South Korean memory chip maker.
U.S. firms such as AMAT, LAM, KLA and Teradyne have very high market share in many niche markets of semiconductor manufacturing equipment. China has to build up competency in the entire supply chain and production technology.
The manufacturing process for advanced chips requires a lot of fine-tuning, and the NDAs covered the crucial tips and tricks on how to best use the machinery and achieve the necessary levels of “yield”, or the number of working chips in each batch.
There can be 800 people working on one part of the chip, so there is a lot of talent required.
Brian Wang is a prolific business-oriented writer of emerging and disruptive technologies. He is known for insightful articles that combine business and technical analysis that catches the attention of the general public and is also useful for those in the industries. He is the sole author and writer of
nextbigfuture.com, the top online science blog. He is also involved in angel investing and raising funds for breakthrough technology startup companies.
He gave the recent keynote presentation at Monte Jade event with a talk entitled the Future for You. He gave an annual update on molecular nanotechnology at Singularity University on nanotechnology, gave a TEDX talk on energy, and advises USC ASTE 527 (advanced space projects program). He has been interviewed for radio, professional organizations. podcasts and corporate events. He was recently interviewed by the radio program Steel on Steel on satellites and high altitude balloons that will track all movement in many parts of the USA.
He fundraises for various high impact technology companies and has worked in computer technology, insurance, healthcare and with corporate finance.
He has substantial familiarity with a broad range of breakthrough technologies like age reversal and antiaging, quantum computers, artificial intelligence, ocean tech, agtech, nuclear fission, advanced nuclear fission, space propulsion, satellites, imaging, molecular nanotechnology, biotechnology, medicine, blockchain, crypto and many other areas.
