3 ms·

For context: Chinese IC talent whitepaper from a couple years ago: http://www.globaltimes.cn/content/1116108.shtml http://www.globaltimes.cn/content/1116108.sh

For context: Chinese IC talent whitepaper from a couple years ago: http://www.globaltimes.cn/content/1116108.shtml http://www.globaltimes.cn/content/1116108.shtml Domestic talent 2018 Need: 720k Has: 400k Gap: 320k IC graduates per year: 30k Current gap: 260k A couple weeks ago: integrated circuit major upgrades to first-level discipline in China. Previously IC studies was organized under different disciplines and funding was not streamlined. There's going to be an oversupply of Chinese IC talent in 5-10 years, Taiwanese talent can see the writing on the wall. 100 TSMC engineers + 3000 chip engineers from Taiwan over last decade (10% of their industry?) is <1% of need, but provides valuable skill. There's still 90% left to poach, I wonder if US new IC fund will compete, whether there's language barriers that prevents Taiwanese engineers from moving to Arizona, and how Taiwan would feel about that.

sudosysgen 6y ago
It's likely Chinese IC need will increase even more when they go from playing catch up to actively trying to get an ace up over the rest of the world.
- dirtyid 6y ago
  SMIC head recently said the roadblock was talent not hardware or sanctions, implying obstacles like ASML EUV is surmountable. I'm not expert enough to judge, but China is graduating an Taiwan's worth of semi specialists every 15 months while poaching whoever they can, stealing whatever they can to catch up. The various anecdotes / sentiment from industry experts do not seem super doom and gloom. There's get tons of frank appraisals from Chinese analysts about how _massive_ the military gap between Chinese and US is in specific domains, but so far Chinese semi success seems to be like forgone conclusion. Kind of like ballpoint pen situation, which ppl misconstrue as lol China only learned to make ball point pen recently, when really it was Premier LiKeqiang politicized importance of precision manufacturing for national security, and 2 years later Chinese industry figured out how work with tungsten carbide for advanced munitions. But here's a cute ballpoint pen article to distract laowais.

sudosysgen 6y ago

It's likely Chinese IC need will increase even more when they go from playing catch up to actively trying to get an ace up over the rest of the world.

dirtyid 6y ago
SMIC head recently said the roadblock was talent not hardware or sanctions, implying obstacles like ASML EUV is surmountable. I'm not expert enough to judge, but China is graduating an Taiwan's worth of semi specialists every 15 months while poaching whoever they can, stealing whatever they can to catch up. The various anecdotes / sentiment from industry experts do not seem super doom and gloom. There's get tons of frank appraisals from Chinese analysts about how _massive_ the military gap between Chinese and US is in specific domains, but so far Chinese semi success seems to be like forgone conclusion. Kind of like ballpoint pen situation, which ppl misconstrue as lol China only learned to make ball point pen recently, when really it was Premier LiKeqiang politicized importance of precision manufacturing for national security, and 2 years later Chinese industry figured out how work with tungsten carbide for advanced munitions. But here's a cute ballpoint pen article to distract laowais.