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That list includes many fabless players and isn't a good indication of how much the sanctions would play out in the next few years, as we undergo a massive migr
by starfallg 5y ago
That list includes many fabless players and isn't a good indication of how much the sanctions would play out in the next few years, as we undergo a massive migration to EUV process nodes, which China is effectively barred from.
- throwaway4good 5y agoThe numbers are still low (China has about 10% of the global semi sales but +50% of consumption). And true, some are fabless and the Chinese fabs fab for foreign customers as well.
- starfallg 5y agoHow much of that 50% is for devices manufactured in China for export? That business is also undergoing a massive shift, especially now we are close to the end of Covid.
- philpem 5y agoTo be fair, the majority of bread-and-butter semiconductor manufacturing probably doesn't need EUV process nodes. You only really need that level of technology if you want to make cutting-edge (10nm or so) devices like microprocessors. The majority of semiconductor manufacturing is still in the 200nm range -- better yields, cheaper processes, more resilient chips. Some of it is still in the 1um (1 micron) range.