China’s wafer development is a dead end
The US government issued a ban on Huawei. The trade dispute between the two countries has gone from tariff war to science and technology war. However, according to Japanese media reports, in the absence of US technical assistance, the seemingly booming Chinese chip design industry is unlikely to be reached. The goal that the Beijing authorities are looking forward to; even if the industry is blunt, it may fall into a “dead end.”
According to the Beijing authorities’ plan for “Made in China 2025”, 70% of the wafers required by China will be made in China in 2025. However, it is not difficult to see the information disclosed by the practitioners. It is difficult to meet the standards as scheduled. high.
According to the Nikkei Asia Review, insiders at China’s largest wafer foundry, SMIC, said that in the short term, any chip manufacturer in the world is unlikely to shake off the demand for Americans.
Unnamed Artificial Intelligence (AI) The senior executive of the chip vendor said that China has no choice when the technology gap is too large. If we lose US software support or cannot update the software, “our chip development is likely to fall into a dead end.”
The sales leader of Inspur Group, the world’s third-largest server manufacturer, also said that China’s chip performance is still not as good as Intel (Intel); China’s Shenzhen “Supreme Communications” executives also said that its main customer is the banking industry, and the stable system is the first. One priority, therefore, even if Huawei can make the same chip as Qualcomm, “we will still think that Qualcomm is more reliable because they have decades of experience.”
Insiders at Shanghai Zhenguan Electronics said that if the US industry does not provide software update support, China’s wafer development will encounter obstacles.
Shanghai-based Qizhi Electronics executives believe that the Chinese chip industry lacks market potential, but market confidence.
IC Insights data shows that only 15% of the wafers currently needed in China are made in China (including those produced by foreign companies in China). It is estimated that even in 2023, the ratio can only rise to 20.5%.