3 ms·
I thought this article about purchases of chip manufacturing equipment was very interesting: https://www.scmp.com/tech/tech-trends/article/3129611/us-china-tec
by throwaway4good 6y ago
I thought this article about purchases of chip manufacturing equipment was very interesting:
https://www.scmp.com/tech/tech-trends/article/3129611/us-china-tech-war-china-becomes-worlds-top-semiconductor-equipment https://www.scmp.com/tech/tech-trends/article/3129611/us-chi...
US-China tech war: China becomes world’s top semiconductor equipment market as Beijing pushes local chip industry
Mainland China topping the list for the first time ever. South Korea is investing a lot more than usual. Taiwan is stable. The US is down.
Will be very interesting how the chip situation will look on the other side of the current shortage. The shortage is all over, not just for high end processes. The high end processes will probably still be done by SK, Taiwan and the US but a lot of the lower end will go to China.
- baybal2 6y agoIf anybody been watching the second hand semi equipment market, all kinds of opportunistic players from China been scouring the market clean for last 5 years. One of those opportunistic players hoping on becoming a n-th tier fab player is for example Galanz — a kitchenware company: https://twitter.com/ogawa_tter/status/1310852850033946624 https://twitter.com/ogawa_tter/status/1310852850033946624 Though, there is notion that those are just manoeuvres to get giant tax subsidies from the state. Semiconductor companies in China pay near no tax, even if they have 1 wafer per month fabs.
- throwaway4good 6y agoWell. Nokia started with rubber boots.
- sudosysgen 6y agoTheir rubber venture is still alive and well and makes good studded winter tires for bicycles
- jamiek88 6y agoNintendo playing cards!
- nine_k 6y agoI'd say that Nintendo is in the same line of business then, just at a different level of technology :)
- headsupftw 6y agoAnd Samsung started with dried fish.