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China's manufacturing firms add a ton of value in the tech supply chain. It's not like fashion where processes are lower-skill and can easily be transitioned be
by gundmc 7y ago
China's manufacturing firms add a ton of value in the tech supply chain. It's not like fashion where processes are lower-skill and can easily be transitioned between countries and regions based on shifting headwinds.
It will be very difficult, expensive, and painful for chipmakers to untangle China from their supply chains. It's not all bad though, having a shorter supply chain closer to consumer markets can do wonders for lead times and for the configure to order model that's increasingly expected by shoppers.
- skunkpocalypse 7y ago> It will be very difficult, expensive, and painful for chipmakers to untangle China from their supply chains. Wat? None of the major foundries is based in the PRC (no, SMIC is not major). GloFo and UMC have satellite fabs there running older nodes only for PRC-end-user products. I think you've mixed up "semiconductor manufacturing" with "electronics manufacturing".