HowInnovativeIsChinainSemiconductors?STEPHENEZELLAUGUST2024Chinesecompetitorsstandaboutfiveyearsbehindgloballeadersinhigh-volumemanufacturingofleading-edgelogicsemiconductorchipsandcontinuetotrailinmemorychipsandsemiconductormanufacturingequipment,althoughChinesefirmshavemadeinroadsinsemiconductordesignandproductionoflegacysemiconductorchips.KEYTAKEAWAYSChinaseekstoachieveself-sufficiencyinallfacetsofthesemiconductorindustry,simultaneouslyreducingitsrelianceonforeigncompetitorswhileattemptingtobuildcompetitiveenterprises.Chinese“catchup”acrosssemiconductorsubsectorsisuneven:Inthedesignoflogicchips,suchasformobiledevicesorartificialintelligence(AI)ap...
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