A researcher attaches a chip to a printed circuit board at Tsinghua Unigroup in Beijing. Photo: Reuters
A researcher attaches a chip to a printed circuit board at Tsinghua Unigroup in Beijing. Photo: Reuters
Pranay Kotasthane
Opinion

Opinion

Pranay Kotasthane and Rohan Seth

China’s semiconductor gold rush: A reality check

  • Even with enough capital investment, it might take the better part of a decade for China to catch up with TSMC
  • Just a handful of Japanese companies dominate the global market in silicon wafers, photoresists, and essential packaging chemicals

A researcher attaches a chip to a printed circuit board at Tsinghua Unigroup in Beijing. Photo: Reuters
A researcher attaches a chip to a printed circuit board at Tsinghua Unigroup in Beijing. Photo: Reuters

Corrected [11:20am, 17 Nov, 2020]

  • [11:20am, 17 Nov, 2020]

    Story has been updated to reflect the fact that US export restrictions depend on an analysis of whether or not a product contains US-origin tech, and are not applied based on company ownership.

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