Dan Hutcheson, vice chair of TechInsights, says “even ASML can’t make their tools without having a distributed supply chain.”
China’s chip equipment makers won’t catch up in the foreseeable future, research firm says
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China has shortened the gap from 10 years to 3 years since Joe started to sanction China. I can’t imagine for the next 3 years.
china made chip grow 40% q1 2024. will dominate mature tech chip in 2 years.
china made DUV works well. china EUV in 3 years.
west chip industry is dead. just not burried yet.
IGBT. used for EV power. 5% in 2021 made by china firm. 2023 65%. will be 90% by end of 2024.
The one thing I would say is to never bet against China. China has not made the effort to develop semiconductors with the same dedication as they are now. China will eventually catch up and then surpass the West and I expect it will happen fairly quickly. If it really is about “bright people” China has the best. More than 50% of the people working on AI right now are from China; about 38% of the Americans working on AI were born in China. That’s not going to be an issue.
Well said! People should not underestimate “China speed”.
the fact is US does not even have any advanced chip technology, US can not even make 14nm chip, they have to buy from TW, but china can produce 5nm now, and china has account for more than 80% legacy chip manufacture
I almost spat my water out when he said India is a threat when it come to making chips 😂😂😂😂
He meant potatoe chips
@@elizabethwinsor5140 paint chip??
papadoms, luv’em!
😂😂😂😂😂
Please don’t belittle India as India has lots of people and lots of talent too.
Well the good news is that most China analysts are ALWAYS wrong about China 😆
👌👌👌👍👍👍
they can not even analyse their own country right, let alone china
Yeah that’s what they said about China’s space station, car manufacturing, high speed trains, 5G, stealth fighter, GPS
Well, the west analysis on China is no better…if yes, China should had collapse 10 years ago
That’s called drama.
Can west go – nm? 🎃 you will stop but they will ultimately touch you.
These Western analysts are too over-confident
They have no choice 😂 Trump already ban Huawei
Nvidia founder is Chinese take note
Why are you cutting off yr biggest customer?… (racism trumps capitalism, it seems)
China start mass production of Photonic chips that don’t require EUV. All US chips are ordered by China to be removed from its Telecom network.
😂The West?? You mean TSMC and Samsung?? Thanks for explaining that ASML itself has a supply chain.
Come back again in a year time
CHINA HAS BE PART OF THE WORLD ORDER. BASICALLY A U.S VASSAL LIKE SOUTH KORE AND JAPAN. WATCHING CHINA DEMOLISH AND EVECERATE WESTERN COMPANIES IN THE GLOBAL EV, EV BATTERY SMART PHONE MANUFACTURING. YOU HAVE TO REALLY CRAZY DELUSIONAL TO UNDERESTIMATE THE DETERMINATION OF A NATION THAT WILL NEVE EVER EVER EVER BE HUMULIATED BY THE WHITE MAN AGAIN.
CHIPS ARE NOT MADE BY GOD AND THE WHITE. MANIS NOT THE ONLY ONE’S WITH BRAINS. CHINES TRADE MINESTER
hes full of shit
China is different from other countries. If any country can entirely have a semiconductor and IC chip equipment supply chain entirely domestically based, it is China.
My dad used to tell me, if you want to destroy a man, feed him well, make everything easy for him. Because if you make him hungry and everything is difficult, he would come back stronger than you.
Western chip manufacturers have been growing steadily due to profit from Chinese market. If now they can’t sell, their growth will also slow down, therefore easier for China to catch up.
When I am not happy, I start to watch this kind of video
US SOP: 1 accuse, 2, sanction, if does not work, 3, self comfort
China already developed 5nm haha this guy is wild for not knowing that
I’m sorry but what is the west ? Any map in the world shows you that taiwan is located in the region of china and they are the ones who create the chips
According to the US foreign policy, they recognize Taiwan is a part of China. PRC govt is the only govt representing China
What kind of nonsense is this analysis?
If you remember how the US used to ban China from getting involved in the ISS, it’s really ridiculous that they still think that the US won’t be able to catch up in microchips.
They argue that illitography machines for producing microchips are more complicated than building a space station.
So according to them the Netherlands, which cannot build its own space station, can build a lithography machine, while China, which can build a space station, cannot build a lithography machine?
Ridiculous.
Yep. Now USA will have no chance to participate in the China Space Station.
😅😅.
– China now got its own Space Station When ISS rejected Chinese participation.
– Elon Musk laughed at a question on TV when asked if Chinese EVs will be an international brand. Now BYD over took Telsa as number 1 EV manufacturer.
Huawei.
Solar panels.
HSR
The list goes on 😅
well, Huawei latest phone is beating Apple with a Chinese made 5 nm chip !!! Do they need the latest chip to be competitive ? But, but imagine what happens when they catch up, watch out !!!
Please take a picture of a high speed object/car/boat etc with the new Huawei phone, the picture is so sharp that it beats iphone by a huge huge margin.
These chaps are stuck in the past
This research firm glosses over if the US losses the China market b/c they are now able to fulfill their own >5nm chips, who is going to buy the US chips to fund future R&D!?? China has never really focused on chip development until our sanctions force them to do so and it will bite back 10 fold.
Unless it is made by the hands of god, humans have shared knowledge and people will learn and inevitable improve it.
Wonder how many devices in your home which require high-end chip like your high end phone like 3nm or lower!!!!! And to play high computation games on your phone!!!! Most importantly to pay top dollars just to have a phone but not actually using it fully and essentially.
China said fade out American tech in 2027 .
Though China is innovating more strongly than the US and faster moving generally, I think the US will hold out for longer than some think. Long term – yes, China will be technologically a lot stronger than the US, however I still think the US will hold out for a few more years, before they significantly fall behind.