China’s semiconductor industry is poised for significant expansion despite US sanctions. A recent Bloomberg report projected that chipmaking capacity in China would double and exceed market expectations in five years, emphasizing the underappreciation of Chinese local players in the global semiconductor industry.
Analysts are concerned about the potential impact on international players when China begins to export, as the country is known for undercutting prices. This could lead to overcapacity and price undercutting, posing risks for foreign competition.
Furthermore, China’s focus on technological self-sufficiency could have a significant impact on the global semiconductor market, potentially leading to the restructuring of the world’s semiconductor supply chains and impacting manufacturing strategies elsewhere.
2024-01-21 14:41:03
Post from www.computerworld.com