Why China is winning the chips race: materials, markets, money, and Moore’s Law
Inside China Business | December 31, 2024
Huawei and SMIC are quickly catching up to global rivals in advanced semiconductor manufacturing, which is surprising to many industry analysts. Chinese tech firms enjoy access to China’s enormous supply chain advantages, such as in refined silicon, and in wafer manufacturing. Chinese companies are also the biggest buyers of semiconductor chips. China is simply too big a market for Western companies to lose, and so they are strongly motivated to go around the export bans, or even set up manufacturing and distribution plants in-country and be outside of US and European oversight. The Chinese central government, a host of local governments, and Chinese companies themselves have invested far over $100 billion in their semiconductor industry in recent years, which is much more than investments made by other countries. But another feature of today’s chip industry is that Moore’s Law is reaching the limits of what semiconductor companies can do. Massive investments in capital and time are required to build the next generation of ever-smaller chips. So companies have turned to “chip packaging” to achieve high productivity gains, using existing chips. Chip Packaging is an area where Chinese companies are already strong, and allows them to employ economies of scale. This plays directly into their industrial strengths. The timing of the semiconductor chips war, therefore, has been beneficial to China. It has allowed Chinese firms to catch up, and fast.
Resources and links:
Substack, for video transcript and direct links https://kdwalmsley.substack.com/p/why…
Nikkei, The great nanometer chip race https://asia.nikkei.com/Spotlight/The…
Nikkei Exclusive: Inside Huawei’s mission to boost China’s tech prowess https://asia.nikkei.com/Business/Tech…
Bloomberg, China Creates $47.5 Billion Chip Fund to Back Nation’s Firms https://www.bloomberg.com/news/articl…
South China Morning Post, Tech war: Beijing sets up US$1.2 billion semiconductor fund as China splurges on chips https://www.scmp.com/tech/tech-war/ar…
SCMP, Tech war: Shanghai injects US$1 billion into chip fund as China strives for self-reliance https://www.scmp.com/tech/tech-war/ar…
The Diplomat, China’s Big Fund 3.0: Xi’s Boldest Gamble Yet for Chip Supremacy https://thediplomat.com/2024/06/china… Substack, The Semiconductor Trade War https://www.apricitas.io/p/the-semico…
China remains crucial for U.S. chipmakers amid rising tensions between the world’s top two economies https://www.cnbc.com/2024/04/12/china…
Semiconductor supply chain: Political and physical challenges in 2024 and beyond https://www.spglobal.com/market-intel…
Bloomberg, US Asks South Korea to Toughen Export Curbs on China Chips https://www.bloomberg.com/news/articl…
Wafer Pro, China’s Dominance in the Global Silicon Supply https://waferpro.com/chinas-dominance…
Inside China Business, Chinese companies are going around US semiconductor export bans. So are American companies. 
• Chinese companies are going around US…
2 Comments »
Leave a reply to roberthstiver Cancel reply
Featured Video
The Great DIABETES DECEPTION – Why Treatment FAILS, While $$ MADE
or go to
Aletho News Archives – Video-Images
From the Archives
Is Israel Uniquely Evil?
By Irfan Chowdhury | Palestine Chronicle | July 18, 2020
… Israel has been carrying out the longest-running military occupation in modern history and the longest-running siege in modern history. These two facts alone render Israel unique in terms of the scope of its brutality and criminality.
There are other respects in which Israel stands out from other countries in its use of terror and violence; for example, it is one of the most aggressive countries in the world, having waged wars of aggression against Lebanon in 1978, 1982, 1993, 1996 and 2006, and against Gaza in 2004, 2006, 2008/9, 2012 and 2014, killing huge numbers of civilians in the process (all while issuing threats and carrying out various covert attacks against Iran, which are all in violation of the UN Charter). … continue
Blog Roll
Recent Comments
Richard Ong on Israeli forces arrest writer a… Bill Francis on How reporting facts can now la… Gemma on Israel’s diamond industr… Bill Francis on Victoria Moves to Force Online… papasha408 on The Empire of Lies: How the BB… loongtip on US Weighs Port Restrictions on… Bill Francis on Chris Minns Defends NSW “Hate… Sheree Sheree on I was canceled by three newspa… Richard Ong on Czech–Slovak alignment signals… John Edward Kendrick on Colonel Jacques Baud & Nat… eddieb on Villains of Judea: Ronald Laud… rezjiekc on Substack Imposes Digital ID Ch…
Aletho News- HHS/CDC Fund Online Game ‘Bad Vaxx’ to ‘Psychologically Inoculate’ Vaccine Resistance
- NSW Premier Admits New “Security” Bill Restricts Civil Liberties, Promises More “Hate Speech” Laws Ahead
- US Under Secretary of State Slams UK and EU Over Online Speech Regulation, Announces Release of Files on Past Censorship Efforts
- Head of EU Parliament’s biggest faction wants German soldiers in Ukraine
- What Is Actually Behind Israel’s Recognition Of Somaliland?
- Hamas condemns ‘Israel’-Somaliland recognition
- The Great DIABETES DECEPTION – Why Treatment FAILS, While $$ MADE
- Israeli forces arrest writer and political researcher Sari Orabi
- Hamas calls for ‘impartial international probe’ into Al-Aqsa Flood operation
- The architecture of extermination: Why the Gaza genocide is premeditated and repeatable
- If Americans Knew
- When will Israel’s crimes (and US complicity) end? – Not a ceasefire Day 78
- Christmas in the grip of genocide, occupation – Not a Ceasefire Day 77
- Palestinian Christians offer “Kairos,” an alternative Christmas Day sermon – Not a Ceasefire Day 76
- The Faces of AIPAC: the largest pro-Israel lobbying org in the US
- Gazan Christians mark 3rd Christmas under genocide – Not a Ceasefire Day 75
- Israeli scams children with cancer out of millions fundraised for their treatment, BBC finds
- Casey Kennedy Fired from AG Scientific Amid Zionist Troll Campaign Over Track AIPAC Work
- The Hasmoneans: The Jewish Dynasty That Gave Us Hanukkah Is a Symbol of Murder, Not Heroism and Hope
- Int’l NGOs may be blocked from Gaza starting Jan. 1 – Not a Ceasefire Day 74
- From Churches to ChatGPT: Israeli Contracts Worth Millions Aim to Influence U.S. Public Opinion
- No Tricks Zone
- Meteorologist Dr. Ryan Maue Warns “Germany Won’t Make It” If Winter Turns Severe
- Merry Christmas Everybody!
- Two More New Studies Show The Southern Ocean And Antarctica Were Warmer In The 1970s
- Der Spiegel Caught Making Up Reports About Conservative America (Again)
- New Study: 8000 Years Ago Relative Sea Level Was 30 Meters Higher Than Today Across East Antarctica
- The Wind Energy Paradox: “Why More Wind Turbines Don’t Always Mean More Power”
- New Study Reopens Questions About Our Ability To Meaningfully Assess Global Mean Temperature
- Dialing Back The Panic: German Physics Prof Sees No Evidence Of Climate Tipping Points!
- Astrophysicist Dr. Willie Soon Challenges The Climate Consensus … It’s The Sun, Not CO2
- Regional Cooling Since The 1980s Has Driven Glacier Advance In The Karakoram Mountains
Aletho News 
Excellent, informative, balanced report! Chip, chip, chip away, China!
LikeLike
A mind-boggling video! (I noted “Nikkei” cited throughout … that’s of Japanese roots and is apparently a global IT industry trade reference. Interesting….)
LikeLike