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US based chip designers. But the question i think more relevant is, are TSMC and Intel both needed if western semi conductor lose the Chinese market. Because no
by dragonelite 3y ago
US based chip designers. But the question i think more relevant is, are TSMC and Intel both needed if western semi conductor lose the Chinese market. Because no one has the need or the scale of China.
My bet is that TSMC will go down and the talent will either go to the mainland or the US.
- candiddevmike 3y ago> Because no one has the need or the scale of China. Source?
- dragonelite 3y agoThere is no alternative to the Chinese market, maybe in 30~40 years India might approach the current Chinese market. The rest of the world is either way too small or not developed enough to fill that hole. Some sources: Harvards economic complexity US export of computers in 2021: https://atlas.cid.harvard.edu/explore?country=undefined&queryLevel=undefined&product=1689&year=2021&productClass=HS&target=Product&partner=undefined&startYear=undefined https://atlas.cid.harvard.edu/explore?country=undefined&quer... Chips Over Oil "Fact checked": https://www.techopedia.com/chinas-strategic-pivot-in-the-global-tech-race#:~:text=In%20addition%2C%20it%20imported%20semiconductor,%24365.51%20billion%20in%20crude%20oil https://www.techopedia.com/chinas-strategic-pivot-in-the-glo....
- NicoJuicy 3y ago? Just check average .... X.... I'm not sure if China, in decline, is worth mentioning. Eg. Average wage, GDP, ... The west is not the US alone...
- dragonelite 3y agoIn what way is an country growing at 5% gdp a country in decline? If we had 5% gdp growth in Europe champagne bottles would be popping. I regard US + EU + Canada + Aus + Japan + South Korea as the west about 1 billion people.
- NicoJuicy 3y agoYou're comparing developed countries ( who don't want a 5% increase) vs. Developing countries ( who need a 5% increase).