Again, it is about demand & supply. As long as the demand exceed the supply somebody will buy the chips produced there; they will be the late comers. AMD, Apple & Qualcomm could be among them.
Chinese semiconductor industry
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Again, it is about demand & supply. As long as the demand exceed the supply somebody will buy the chips produced there; they will be the late comers. AMD, Apple & Qualcomm could be among them.
@tokenanalyst BBK is better than XIAOMI, within 2 years they had been developing a SOC chip. I hope they do an IDM and follow Huawei example.
TSMC increasing chip prices by up to 20%. Anyone who is looking to buy any electronics should it now before the increased prices are passed to the customers
On the bright side, Chinese IC companies should be able to either get more market share or increase their profits by also raising prices
On the bright side, Chinese IC companies should be able to either get more market share or increase their profits by also raising prices
What end markers in India and Japan support the output of a US fab?
Even if SMIC cannot supply directly to Huawei, I understand Huawei is doing some small production of chips on its own. There is nothing to stop SMIC from creating a production line inside Huawei and declare it has nothing to do with it.
Problem solved.
TSMC Price Hikes Confirmed by Crypto Chip Giant
Bitmain, a leading developer of application specific integrated circuits (ASIC) for cryptocurrency mining and the maker of Antminer machines, has confirmed that Taiwan Semiconductor Manufacturing Co. (TSMC) had notified its customers about planned price increases for chip production.
"On the morning of [August] 25, TSMC notified all customers that all semiconductor processes will increase their prices by 20% from now on," a by Bitmain reads.
The Whole of Nation approach to semiconductors means unless the West stops trading with China, China is unstoppable.
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