What kind of chemicals do they still need to replace?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Hundreds of billions a year still needs to be replaced.
This is also why you see China spending billions to build chemical plants. The West is finished. Soon the world shifts to China and BRI countries consuming everything while the West consumes nothing.
Meaningless without capacity ratio. If domestic fabs have filled capacity, where else to buy?
Also, Samsung and SK Hynix both had new expansions in China between 2016 and 2020.
Fabs need time to get constructed. I expect by 2023-2024, there will be a huge increase in production capacity.
Btw, anyone has a list for how much capacity is to be added by the end of 2023?
It doesn't include Taiwan as domestic either. Reunification can happen as soon as this year.
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