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by guai888
2014 days ago
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China is weak in semiconductor industry and they simply do not have the capability to overcome the obstacle in 5 to 10 years or maybe never. Let me give two examples of obstacle. US has monopoly in the software tools that engineer use to design IC. Japan has the chemical that semiconductor fab foundry need to make IC. US now has slapped sanction on China's top fab foundry SMIC with intention to kill China's semiconductor industry. China's semiconductor companies's stocks are dropping stone while Taiwan semiconductor companies's stock are rising like crazy so a lot people are pessimistic about semiconductor companies in China. Semiconductor is a very expensive game to play. China has big domestic market but it is not large enough to sustain a semiconductor business. This is very different from other industries. |
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And as far as I know, China is a huge supplier of chemicals for biological engineering. If they know that much about chemistry, is the gap still so big that they cannot transfer their knowledge?