The global semiconductor industry is facing a crisis with over 10,900 chip-related businesses in China deregistered or revoked since 2019, and an average of 30 closures per day in 2023. The US sanctions have further exacerbated the situation, leading to challenges in obtaining necessary equipment and parts. China's pursuit of technological independence in chip development is seen as unattainable in the globally integrated semiconductor supply chain.
What is causing the collapse of chip-related businesses in China?
The collapse is due to a combination of factors including US sanctions, challenges in obtaining necessary equipment and parts, and China's pursuit of technological independence.
How are US sanctions impacting Chinese chip companies?
US sanctions have led to difficulties in obtaining necessary equipment and parts, prompting companies like Huawei to establish alternative paths such as secret wafer factories.
Why is China's pursuit of technological independence seen as unattainable?
There are concerns about China's lack of competitiveness in supply chain segments and the high cost of achieving complete independence, along with doubts about its commitment to technological and scientific innovation.
What are the US chip restrictions and their global impact?
The US has imposed strict chip restrictions on Chinese companies, aiming to limit China's access to high-end GPUs and advanced chip manufacturing equipment, which has also led to discussions about precision warfare.
The global semiconductor industry is facing a crisis with over 10,900 chip-related businesses in China deregistered or revoked since 2019, and an average of 30 closures per day in 2023. The US sanctions have further exacerbated the situation, leading to challenges in obtaining necessary equipment and parts. China's pursuit of technological independence in chip development is seen as unattainable in the globally integrated semiconductor supply chain.
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