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this post was submitted on 22 Aug 2023
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chapotraphouse
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The more I thought about it, the less it made sense; at least how it was built up in my head.
They were just purchasing the chips, and now the USA is trying to block those purchases AND encroach all around the SEA sea while positioning China as aggressors.
Do no Chinese firms have schematics for the chips to be made in Taiwan? Or will this just force China to design their own based on the current top-of-the-line?
I'm not against it, I'm merely posturing questions to learn.
Semiconductors are hard.
First you need the lithography machines (ASML). Then you need the process development (TSMC, Samsung, Intel). Then you need the EDA tools (Synopsys, Cadence).
SMEE announced a 28nm-capable lithography machine, SMIC has a gimped 7nm process, and Huawei has EDA tools capable down to 14nm.
However, necessity is the mother of invention. I'm expecting the next few years to see an explosion in specialized hardware coming out of Chinese companies.