Published: 07 August 2023
China’s semiconductor technology has been severely hindered by export control restrictions led by the U.S. Technology and service providers should understand how China’s semiconductor manufacturing will evolve and make strategic decisions in business involved with China’s semiconductor industry.
Supply chain security will be the highest priority for companies in China’s semiconductor manufacturing ecosystem.
China’s semiconductor manufacturing industry will explore alternative technical paths, including combined innovations in semiconductor device structures, materials, and fabrication process technologies instead of chasing global leaders in mainstream advanced technologies.
Government support in China’s semiconductor manufacturing industry will focus on multiple dimensions, including fundamental research, ecosystem growth, and the management of core research projects, in addition to financial subsidies, to empower semiconductor technology in the long term.
Technology and service providers that are involved with China’s semiconductor industry must:
Create advantages in competition by positioning their product
Analysts:
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