Chinese semiconductor industry

Status
Not open for further replies.

AndrewS

Brigadier
Registered Member
I would say it is almost physically impossible to create a long running insurgency in Taiwan due to it being an island. Insurgencies still need large supply lines on land to sustain their war effort. Since Taiwan is an island, the only way to do that is supply them by air. Air drops are not reliable enough to make up supply lines that come through the land. Any insurgency on Taiwan won't have means to keep a wide scale insurgency going strong for more than a few months. You will merely see isolated pockets of resistance all over island. These pockets can be easily boxed in with tons of PLA posted over the island. PLA can merely wait them out. If Vietnam was an island, the Vietnam War would be over in a matter of months. If it wasn't for supply lines coming from China, NV wouldn't be keep up the war effort. Taliban clearly get weapons through various land routes all over their country.

The other issue is the creation of a surveillance state.

It makes blending into the civilian population impossible.

Anyway, back on topic
 

antiterror13

Brigadier
China producing 70pct of its chip requirement was always an aspirational target by 2025
Realistically it will take longer to achieve.

But, does it really need to achieve 70%?

How many % is for the US, Japan, EU and UK? ... I guess less than 30%

After the crazy Trump adm, now every big countries want to have self sufficient in chip tech and production, imagine how inefficient that would be .... will be very expensive and will end up massive bankruptcy or bleeding to the governments to keep them going and running
 

AndrewS

Brigadier
Registered Member
But, does it really need to achieve 70%?

How many % is for the US, Japan, EU and UK? ... I guess less than 30%

After the crazy Trump adm, now every big countries want to have self sufficient in chip tech and production, imagine how inefficient that would be .... will be very expensive and will end up massive bankruptcy or bleeding to the governments to keep them going and running

Well, Chinese factories go through 60%-70% of global semiconductor demand.

Once the technology is ready, theoretically a massive Chinese semiconductor buildout would result in the lowest cost semiconductors in the world.

This would be due to the sheer scale of the semiconductor equipment production, fab buildouts, combined with China's lower cost structure.

So it would be the fabs outside of China that would suffer, whilst domestic Chinese fabs could run at full capacity
 

daifo

Major
Registered Member
I guess the rumors here from wtan will most likely come to fruitation. Top management buisness consultant is also coming to that conclusion:

"
Total Telecom has conducted an interview with Caroline Gabriel, research director at Analysys Mason, discussing the ongoing semiconductor innovation and how China’s technical acceleration is affecting the market.

According to Caroline, the Chinese semiconductor market is a lot closer to achieving self-sufficiency than we would have predicted a couple of years ago. She explained that China’s dedication to achieving that self-sufficiency has been very strong and the levels of innovation have been impressive. China will likely reach self-sufficiency for 28nm chips this year and 14nm processors next year."

Please, Log in or Register to view URLs content!
 

AndrewS

Brigadier
Registered Member
I guess the rumors here from wtan will most likely come to fruitation. Top management buisness consultant is also coming to that conclusion:

"
Total Telecom has conducted an interview with Caroline Gabriel, research director at Analysys Mason, discussing the ongoing semiconductor innovation and how China’s technical acceleration is affecting the market.

According to Caroline, the Chinese semiconductor market is a lot closer to achieving self-sufficiency than we would have predicted a couple of years ago. She explained that China’s dedication to achieving that self-sufficiency has been very strong and the levels of innovation have been impressive. China will likely reach self-sufficiency for 28nm chips this year and 14nm processors next year."

Please, Log in or Register to view URLs content!

About time.

When this really kicked off in 2019, we knew that China was going to become self-sufficient in semiconductor technology no matter what.

After all, once the initial R&D costs have been paid for, it's going to be wildly profitable due to the sales volumes inside China.
 

jfcarli

Junior Member
Registered Member
I guess the rumors here from wtan will most likely come to fruitation. Top management buisness consultant is also coming to that conclusion:

"
Total Telecom has conducted an interview with Caroline Gabriel, research director at Analysys Mason, discussing the ongoing semiconductor innovation and how China’s technical acceleration is affecting the market.

According to Caroline, the Chinese semiconductor market is a lot closer to achieving self-sufficiency than we would have predicted a couple of years ago. She explained that China’s dedication to achieving that self-sufficiency has been very strong and the levels of innovation have been impressive. China will likely reach self-sufficiency for 28nm chips this year and 14nm processors next year."

Please, Log in or Register to view URLs content!
US is killing their goose that lays golden eggs. This will just speed their downward tailspin. China is the largest market. If the EU becomes self sufficient as well, who is the US (and Taiwan, by the way) going to sell to.
 
Status
Not open for further replies.
Top