Mathieu Duchâtel, director of the Asia program at the Institut Montaigne, a French think tank, told local media that China’s semiconductor industry is experiencing difficulties and that this is in turn a strong strategic advantage for Taiwan against mainland China.
Montaigne published a report on “Semiconductors: China’s quest” in January. He recently said that the difficulty of China’s development of semiconductors is, first of all, access to foreign technology. The policies of the United States and Taiwan have always refused to transfer the most advanced technology to China, and maintain a gap of three generations with China.
The second and third difficulties China faces in developing semiconductors are human resources and investment, respectively. He pointed out that China buys everything because it has the money, but this tactic no longer works, because now this will have caused the other side of the defense response, for example, the recent Chinese group in Shenzhen wanted to buy Italian semiconductor companies LPE, but the Italian government blocked the investment, while a dozen years ago, this must be within reach.
As countries have entered the semiconductor race, China’s semiconductor development may be more difficult. He believes that U.S. industrial policy has officially returned to investing in local chip development and production. Tomorrow it will be Japan, and the day after tomorrow it will be replaced by Europe. Therefore, China faces two difficulties, that is, the limits of technology transfer and increasingly fierce competition.
However, he believes that Xiaomi and other Chinese brands can still obtain TSMC chips, the interdependence will not disappear completely, but as long as China can not break through the 7nm process barrier, the United States can still enjoy technological advantages, for example, in the weapons industry.
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