Yeah you can do everything and change things. But you can’t change some people lack of self confidence in themselves and their sense of inferiority complex towards others. It will take a long time for this feeling to disappear completely . Old habits die hard unfortunately .
Some is part of it of a complex mostly due the status of being a developing country.
Some is part the struggle that China semiconductor industry had in the past who IMO was part of a learning process but keep some fab managers worry about the use of domestic made equipment, software and materials. As you said that will be reduced due to the "go domestic or die" situation that stooges put Chinese companies in.
Some is part that there still a lot of foreigners in the Mainland semiconductor industry and they are more willing to go for equipment that is more used outside of China.
I’m just relaying what others in the industry internally thinks about Huawei. There are also some policymakers who don’t like how aggressively Huawei pushes to try to get what it wants too. It’s not a universal sentiment but it’s also not an uncommon one.
After the "October Surprise" in 2022 many in the industry blamed the sanctions on China showing to the world their achievements, the lead to the industry secrecy when they only way we knew that SMIC achieved 7nm was by a foreign company opening one of their chips and inspect them on a SEM. Keeping foreigners eyes out of China semiconductor industry is the new moto, so they may even have a pretty decent EUV machine and the public will never know. Understandable, but also deprive the Chinese public of a source pride for their achievements.
What really matters though is the central govt doesn’t want a monolith controlling too many critical industrial stacks because they’re wary of agglomerative competitive advantage so eventually if Huawei continues to bulldoze this many industries and gets too many monopolies the central govt will have to step in and find some way to balance the situation in order to keep the market environment healthy.
Far from it. SMIC is the company that they are collaborating to make their most advance chips and is not a Intel type company, is a dedicated foundry. If Huawei manage to help SMIC to advance their manufacturing process ironically they may had helped others fabless companies in case exports controls become unmanageable. Other GPU makers that may otherwise go down due the lack of manufacturing access could get a second chance with a access to Huawei inspired manufacturing processes and EDA.
