How, Will China Respond?
China does not have any easy ways to respond to the latest US semis sanctions, but it still has a robust semis industry producing on older manufacturing nodes.
Category Archives: China
Fighting the Last War
The latest US semis restrictions seem to be a dusted off version of 1970’s Cold War measures, but the situation is so different we have a hard time seeing them proving effective and highly likely to spur strong counter reactions in China.
Corporate Governance with Chinese Characteristics
China’s corruption investigation into leading semis professionals can be read as a signal to the industry that Beijing wants to refocus investment into others parts of semis, and this seems to have caused on overall slowdown in semis funding deals.
2nd and 3rd Order Consequences
The ban on export of specific US semis products to China marks a major shift in tactics from the US government. Which opens the question what is the long-term goal here, or do they even have one?
High Level China Semis Overview
China’s semis industry has made incredible progress over the past ten years, but still has a long way to go.
Thanks to China we now see how awesome Starlink can be
China’s defense apparatus demonstrates how Starlink has become a commercially viable consumer satellite offering.
The Brand New 30-Year Old Market
IoT is a catch all marketing team that has been bandied about for decades. There is really no such thing as IoT, but the number of connected devices is growing rapidly, and likely to accelerate as the cost of chips brings connectivity to many new areas.
My Enemy’s Enemy Will Still Eat My Lunch
We believe, with increasing conviction, that the market for IoT chips is not going to go to Arm. But it is not going to go to x86 or Intel either. It is going to go RISC V.
Deep Tech is the Future
China is outpacing US VC investments in semis by 6:1, but so much of the future of technology and the economy is dependent on semis. Now is a great time to be a US Deep Tech venture investor.
Leap Frogging with China Semis
China’s 1,000+ fabless chip design companies are largely emerging in greenfield, new markets – new technologies like AI or new customers like Chinese auto OEMs.