I guess India does have China interests at heart. Just not intentionally.
Chinese Economics Thread
- Thread starter Norfolk
- Start date
escobar
Brigadier
Wison New Energies announced that it would halt all work with Russia. The company has been a key contributor to Novatek’s Arctic LNG 2 project. Its move could also be an attempt to shield itself from future sanctions, days after another Chinese yard was placed under sanctions by the U.S.
growth of Inner Mongolia economy is quite something to watch
We know that China is still dependent on the west or its asian allies for Chips and Commercial Airplanes.
Other than these two large tech sectors, what other sectors is China still lagging behind and dependent on the west. Which other areas can China invest a lot in the next decade and catch up to the west?
Other than these two large tech sectors, what other sectors is China still lagging behind and dependent on the west. Which other areas can China invest a lot in the next decade and catch up to the west?
To be more specific, only microelectronics, the cutting edge, is where China is behind others about 2 to 5 years depending on who you ask. Ask some person in Washington DC, and they will say 10 to 20 years.
As for the mature nodes in semiconductors, China not only has sufficient production to satisfy its own domestic needs, it is also a top producer of such chips in the world.
To be behind 2 to 3 years from the leading edge in semiconductor manufacturing, is not really what we can considered to be that far behind or backwards. They are right there in the race.
How manufacturing works, is the product, whatever product, will not immediately latch onto the newest chip. The better chip and newest chip, will cost more. If product does not really need because that better chip does not make the product better, then they do not need it.
Huawei built the 5G network nation with a stockpile of 7nm chips from what I can gather. Their basestation needed that 7nm chip.
That is it.
The cutting edge of the semiconductor industry is the last battleground of this current tech war, at least this phase of it.
The Americans are quite ahead from what I understand in the life-science industries, in other words, big pharma making expensive drugs. In this area, I doubt the PRC will ever catch up, because Chinese society have different priorities.
So we see how Huawei and SMIC and all their partners do with the EUV, then after that, I really not expect much further fireworks like we saw before, like in the Huawei 5G versus the US government tech war, or this semiconductor tech war.
That's the psychological barrier, once 7nm had been achieved the gap will narrowed as it's very difficult and expensive for the leaders to innovate and produced more advance chips. Once SMIC had transition from mass producing planar tech to 14nm Finfet in 2019 the confidence it attained and the skill required had leapfrog SMIC as one of the leading FAB producers and a parity in terms of tech as all of them are currently at the same tech level (Finfet) unless Samsung introduced its GAAT technology that will leapfrog them in front.
Huawei had been seeing how the triumvirate (Apple, TSMC and ASML) operate BUT instead of emulating, they streamline it by cutting off SMEE and take control OF THE PROCESS to hasten its deployment. I'm not saying SMEE is a liability it just that the urgency is there and since Huawei is the vanguard of Chinese semi industries, they know which sector is crucial that need funding and investment to push thing forward.