They need to look into leapfrog technologies, not just costly retracing the steps of US industry for the last 20 years. If they invest 100 billion per year continuously for 30 years in quantum computing I bet it would have a higher payoff than 200 billion per year in traditional semiconductors.
News on China's scientific and technological development.
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They need to look into leapfrog technologies, not just costly retracing the steps of US industry for the last 20 years. If they invest 100 billion per year continuously for 30 years in quantum computing I bet it would have a higher payoff than 200 billion per year in traditional semiconductors.
Add carbon nanotubes to that list as well.
Couple thoughts....
People all talking about China need to de-Americanize its entire tech supply chain, and this is 100% true, but don't think for one second even if China used zero American parts that America won't sanction China anyway... just look at the NordStream 2 as example... which American company, American resource or American part was used in that? Yet Russia and Germany and getting sanctioned anyhow...
Some still think it is 5G that got Huawei into trouble and if Huawei would just sell off the handset division that all would be well or at least the handset division wouldn't be impacted etc etc etc... this is not true. Look at TikTok, what national security threat is a dancing app video to the United States? Yet, its being forced to sell to US company, Trump wants a cut of the transactions, and its parent company Bytedance is getting banned and put on the US entity list anyway! If they can do this to TikTok do you really think they will spare the Huawei phone division if it spun off from its 5G stuff? Not a Chinaman's Chance...
That's why we need to decouple with them. If we make our own shit and use our own currency to sell the stuff we make, then there isn't much they can sanction any more.
Bullying every country into banning Huawei is a lot harder than banning chip exports from Taiwan to Huawei.
Hendrik_2000
Lieutenant General
There is no lack of talent in greater China If anyone know about semiconductor it will be the Taiwanese.With right amount of money, opportunity, ease of immigration There should be no problem with recruiting a lot of talent coupled with common language and culture. Even greater talent are available if you consider S Korea, Japan and Singapore. It is estimate that 10% of all Taiwan semi engineer worked in China
That's a problem - it means 90% of them haven't. China, mainland China, must develop its semiconductor talent pipeline. Poaching is a fine strategy to bootstrap an industry, but long-term growth depends on fostering local talent.
Hendrik_2000
Lieutenant General
I don't think so Xiaomi, Oppo come way latter than Huawei Since they cannot source semi from domestic of course they have to buy from the west
Huawei and ren miss the boat because they are short term thinking instead of strategic thinking like Samsung founder
Yeah you cannot eliminate the fab equipment but if Huawei jump on the chance and funding SMIC 13 years ago to built FAb and patronize them by buying the chip A lot will be established by now like Talent, Semiconductor equipment , etc Or in other word building the ecosystem of semiconductor
Guys we need more talent for optics and light sources to square away fab equipment, not chip design or nano manufacturing.
Taiwan is not a source for that type of talent. Germany and Japan are a more likely source.
Yea, seems like an offensive strategy is also needed. There should be a way of causing extreme economic hardship that will get the US to reconsider its actions.
Covert operations ran by entities with no connection to China, if you will.