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Concerns about US chip makers’ market share in China was a highlight of a webinar on the impact of the Chips and Science Act.
Some of China’s largest chip makers have scrambled to buy equipment and materials this year in anticipation of an agreement expected to escalate export controls.
Manufacturing facilities that are being constructed in the us. is the us chips act a real threat to china? i don't think the us chip act is really something that china really worries about, i think what china really worries about is the export controls. because i mean, if you look at the as chris mentioned, the tsmc arizona fab, yes, they are building what is going to be the most advanced fab in america, but when that fab kicks into mass production, the tsmc's taiwan fab already moved on to next generation. so i think tsmc will always keep its most advanced chip—making on the island. so that...
Ymtc, which is a memory chip maker based in wuhan, is one of the very few success stories in china, so the government is very much aware of that. but i think the one thing that they're going to focus on is talent. because if you look at the export controls, one of the very damaging part is that it also bans us persons from supporting china's advanced chip—making. and if you look at the executive of china's semiconductor companies, a lot of them hold american passports. they are trained in the us and they've got green cards, or whatever. so that is really a big problem for china. and that's w...
Of the semiconductor industry. but they sort of have to work with the us to have american interest to potentially defend the island in the event of chinese aggression, military aggression, towards the island. so, i'm not sure if that chips act is really on top of chinese leaders' minds. i think in beijing's mind, they're really trying to focus on building its own semiconductor supply chain. five years down the road, i want you to tell me how small you think the chips in my phone will be and where they will be produced. 0h, they're definitely being produced in taiwan, without question. tsmc is ...