Despite a decade long investment of more than US$100 billion in semiconductor sector from the central and local governments, China has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing. No, it is not just the US restrictions. There is also a reason why the restriction work in this industry. Watch the entire video to understand the issues at a fundamental level.

References and Sources

China now only supports promising chip firm consolidation amid doubling IPO terminations

https://www.digitimes.com/news/a20240...

Major Chinese semiconductor company goes bankrupt — 23 others recently withdrew IPO applications

https://www.tomshardware.com/tech-ind...

Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023

https://www.tomshardware.com/tech-ind...

China Gives Up On $20bn Wuhan Chipmaking Fiasco

https://www.asiafinancial.com/china-g...

Global semiconductor players prepare to cash in the CHIPS and invest to secure supply – ATREG & Yole Group

https://www.yolegroup.com/strategy-in...

Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Report

https://www.tomshardware.com/tech-ind...

Chinese AI firms mixing different GPUs inside individual AI servers to combat GPU shortages from US sanctions

https://www.tomshardware.com/tech-ind...

China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trend

https://www.tomshardware.com/tech-ind...

Intel shares biggest unboxing video ever as ASML’s $380 million High-NA lithography machine is installed in Oregon fab

https://www.tomshardware.com/tech-ind...

Intel receives ASML’s first ASML’s $380 million High-NA lithography machine

• Intel Receives ASML’s First High NA E...

Engineers From Taiwan Bolstered China's Chip Industry

https://www.nytimes.com/2022/11/16/bu...

Taiwan bans recruiters from posting for jobs in China

https://www.datacenterdynamics.com/en...

'Tip of the iceberg': Taiwan's spy catchers hunt Chinese poachers of chip talent

https://www.reuters.com/world/asia-pa...

Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absent

https://www.tomshardware.com/tech-ind...

Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...

China Chases Chip Leadership https://www.bain.com/insights/china-c...

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Semiconductor Value Chain - globally distributed ecosystem - The Waves.org https://www.the-waves.org/wp-content/...

Semiconductor Global Supply Chain - World Map

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An overview of the semiconductor ecosystem; en.rattibha.com

Graphics and generated illustrative images courtesy of Canva and Dall-E3