Exploring the Influence of US Sanctions on China's Semiconductor Landscape
US Sanctions Influence on China's Semiconductor Industry
As US sanctions tighten their grip on the China semiconductor industry, industry experts converged in Beijing for the 21st China International Semiconductor Expo. Amidst discussions surrounding the Taiwan Semiconductor Manufacturing Company (TSMC) cutting advanced foundry services, attendees looked into the future under Donald Trump's possible second term and its repercussions on the industry.
Challenges Faced by the Industry
- Increased tariffs threatened by Trump
- Struggles of startups like BASiC Semiconductor due to heightened supply chain uncertainties
- Technological decoupling from US practices affecting growth
Speakers like He Weiwei emphasized the challenges posed by US sanctions and the importance of self-reliance in manufacturing capabilities within mainland China.
Industry Responses and Innovations
Despite setbacks, figures like Dong Longfei from Moore Threads express optimism, citing potential for collaboration between government, industry, and academia. The efficacy of chiplets could play a crucial role in circumventing restrictions. Even with a recent ban on Moore Threads, innovation remains a key focus in the GPU sector.
This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.