Executive summary: China is unlikely to achieve semiconductor self-sufficiency despite massive investment, while the US is trying to rebuild some domestic manufacturing capacity but faces challenges regaining leadership.
Key points:
China aims for semiconductor self-sufficiency but faces huge technical barriers, lacking key equipment like EUV lithography machines.
Chinese companies remain reliant on foreign components, and claims of “domestic” advances may rely on smuggled or modified foreign chips.
The US “CHIPS Act” supports domestic foundries but may struggle to make Intel competitive again after losing its manufacturing lead.
Though unable to match the cutting edge, China can supply enough trailing-edge chips for most commercial and military uses.
Shortfalls in US military-grade chips show risks of offshoring complex supply chains.
East Asian peace is thus key to ensuring steady semiconductor supplies for both Chinese and Western economies.
This comment was auto-generated by the EA Forum Team. Feel free to point out issues with this summary by replying to the comment, andcontact us if you have feedback.
Executive summary: China is unlikely to achieve semiconductor self-sufficiency despite massive investment, while the US is trying to rebuild some domestic manufacturing capacity but faces challenges regaining leadership.
Key points:
China aims for semiconductor self-sufficiency but faces huge technical barriers, lacking key equipment like EUV lithography machines.
Chinese companies remain reliant on foreign components, and claims of “domestic” advances may rely on smuggled or modified foreign chips.
The US “CHIPS Act” supports domestic foundries but may struggle to make Intel competitive again after losing its manufacturing lead.
Though unable to match the cutting edge, China can supply enough trailing-edge chips for most commercial and military uses.
Shortfalls in US military-grade chips show risks of offshoring complex supply chains.
East Asian peace is thus key to ensuring steady semiconductor supplies for both Chinese and Western economies.
This comment was auto-generated by the EA Forum Team. Feel free to point out issues with this summary by replying to the comment, and contact us if you have feedback.