Still watching it but this shouldn’t be surprising.
The whole point of US politics was to isolate China out of the “AI revolution” by depriving it to top of the line chip.
Meanwhile China has been building the entire World electronic ecosystem bar few very specific high end components, leaving these to TSMC, ASML, etc or design mostly to the US.
Even before tariffs and sale bans (due to dual use concerns) China already had a chip independence plan dating back from at least 2000. Since then close to the entire World move production there, at least assembly, and most deals to do so included, or tried to, include IP transfer and at the very least learning with the partner, if not more but that’d be just speculation, to add industrial espionage on top (even though plenty of news on the topic).
So… sure, it’s happening. Now the question though I asked on such thread countless time is basically : what’s the yield?
Because producing 1 board to send to a tester is already an incredible feat but that doesn’t mean thousands or even millions can be produced. If they can, that also doesn’t mean they can be produced economically efficiently, regardless of subsidies.
Still watching it but this shouldn’t be surprising.
The whole point of US politics was to isolate China out of the “AI revolution” by depriving it to top of the line chip.
Meanwhile China has been building the entire World electronic ecosystem bar few very specific high end components, leaving these to TSMC, ASML, etc or design mostly to the US.
Even before tariffs and sale bans (due to dual use concerns) China already had a chip independence plan dating back from at least 2000. Since then close to the entire World move production there, at least assembly, and most deals to do so included, or tried to, include IP transfer and at the very least learning with the partner, if not more but that’d be just speculation, to add industrial espionage on top (even though plenty of news on the topic).
So… sure, it’s happening. Now the question though I asked on such thread countless time is basically : what’s the yield?
Because producing 1 board to send to a tester is already an incredible feat but that doesn’t mean thousands or even millions can be produced. If they can, that also doesn’t mean they can be produced economically efficiently, regardless of subsidies.
PS: most interesting book on the topic IMHO : https://en.wikipedia.org/wiki/Chip_War