@pstAsiatech @business China will never be independent until they can make their own lithography machines. Period!

@USAFirst1st @business Duh

@pstAsiatech @business Beautiful article

@pstAsiatech @business Huawei launched a semiconductor project in the early 1990’s to reduce foreign dependence. That project turned into hisilicon. Pretty good foresight.

@pstAsiatech @business Actually they are probably less than "5y behind" because it's much easier to catch up & copy than it is to create the cutting edge tech in the first place

@pstAsiatech @business “With unprecedented state support”. That’s the crux of the matter.

@pstAsiatech @business What comeback ? Even in its core domain of mobile technology, it is a failure outside of China. You should take into account the fact that the sanctions imposed were unique to Huwaei and not other Chinese companies which thus offer even to Chinese buyers better products.

@pstAsiatech @business Huawei’s foundry, SMIC, broke through a decade of US sanctions and managed to produce a 7-nanometer SoC for Huawei’s smartphone. SMIC achieved this feat despite the US restrictions on its equipment and software purchases. Washington is now at a loss over its own chip strategy.

@pstAsiatech @business Best thing to happen to Huawei and China were the sanctions. It forced China to focus on self-sufficiency. Short term pain for long term independence.

@pstAsiatech @business Globalisation only works if countries agree to no protectionism, IP theft and state subsidies. So it doesn't work. So it will cost 3 times as much to send a plastic to to Europe. So they will be made in Europe. Better for the world I think.

@pstAsiatech @business 哦！ 你nu

@pstAsiatech @business I wonder how enduring the comeback will be. There was some stockpiling of chips previously. We will see if output can maintain pace.

@pstAsiatech @business Silly article title, seems they’re still yrs behind 🤷‍♂️

@pstAsiatech @business They were never crippled in the first place. They just didn't say they weren't

@pstAsiatech @business They are going to make soooooo much money.

@pstAsiatech @business I hope CCP central thinks they have fixed the problem.

@pstAsiatech @RnaudBertrand @business Chinese entepreneurs see sanctions as a challenge not a barrier.

@pstAsiatech @RnaudBertrand @business EXCELLENT

@pstAsiatech @business The best SMIC can produce is 7nn that is 2 generations back and not in huge quantity and high quality required for commercialization. In the chip world, 2 generations back is 5 years behind. You can't make anything 5nn and smaller without the EUV lithography machines from ASML.