The geopolitics of semiconductors; BJP music before and after Modi; is Biden doing to the economy what Trump did to politics? The science of cooperative AI
The geopolitics of semiconductors; BJP music before and after Modi; is Biden doing to the economy what Trump did to politics? The science of cooperative AI
brunomacaes.substack.com
Deeply researched piece on China’s efforts to create a domestic semiconductor industry. Over a hundred Chinese companies have been placed on a trade blacklist prohibiting most American technology to be sold to them without a license. That has spurred an aggressive effort by Beijing to identify and replace risky parts and suppliers. The question is whether Washington might not unwittingly have contributed to a recent flourishing of chipmaking companies in China. The article seems to support this view. The effort to localize production has been the opportunity of a lifetime for a new generation of Chinese chip champions. Why? The sense of emergency helps concentrate the mind, brings public authorities and the private sector together and generally speeds up everything. U.S. sanctions may have removed the main domestic obstacle to the goal of China's chip self-sufficiency effort, which is the lack of cooperation by China's own local buyers, and the vertiginous rise of YMTC has shown just what China is capable of in the chip industry. The company is said to be in the process of developing a 192-layer chip that one industry analyst referred to as the "Himalaya."
The geopolitics of semiconductors; BJP music before and after Modi; is Biden doing to the economy what Trump did to politics? The science of cooperative AI
The geopolitics of semiconductors; BJP music…
The geopolitics of semiconductors; BJP music before and after Modi; is Biden doing to the economy what Trump did to politics? The science of cooperative AI
Deeply researched piece on China’s efforts to create a domestic semiconductor industry. Over a hundred Chinese companies have been placed on a trade blacklist prohibiting most American technology to be sold to them without a license. That has spurred an aggressive effort by Beijing to identify and replace risky parts and suppliers. The question is whether Washington might not unwittingly have contributed to a recent flourishing of chipmaking companies in China. The article seems to support this view. The effort to localize production has been the opportunity of a lifetime for a new generation of Chinese chip champions. Why? The sense of emergency helps concentrate the mind, brings public authorities and the private sector together and generally speeds up everything. U.S. sanctions may have removed the main domestic obstacle to the goal of China's chip self-sufficiency effort, which is the lack of cooperation by China's own local buyers, and the vertiginous rise of YMTC has shown just what China is capable of in the chip industry. The company is said to be in the process of developing a 192-layer chip that one industry analyst referred to as the "Himalaya."