Sources detail Huawei's plans to stealthily build a domestic chip supply chain with partners in Beijing, Wuhan, Qingdao, and Shenzhen, investing over $55.8B
Nikkei Asia : Tweets: @chengtingfang , @davidkersten , and @shankhu15 Tweets: Cheng Ting-Fang / @chengtingfang : From on-shoring to stealth-shoring : how Huawei and other #China tech champions builds a domestic #chip supply chain to battle U.S. severe crackdown. China's semiconductor industry's fights for survival with on-ground reporting @NikkeiAsia exclusive https://asia.nikkei.com/... David Kersten / @davidkersten : The more America tries to crush China, the more China steels itself to come out on top. https://asia.nikkei.com/... Shank Hu / @shankhu15 : “Ironically, the U.S. sanctions may succeed in doing something that Beijing has long struggled to accomplish: Jump-start its own semiconductor industry. The result is a boom for China's chip industry. ” https://twitter.com/...
From on-shoring to stealth-shoring : how Huawei and other #China tech champions builds a domestic #chip supply chain to battle U.S. severe crackdown. China's semiconductor industry's fights for survival with on-ground reporting @NikkeiAsia exclusive https://asia.nikkei.com/...
“Ironically, the U.S. sanctions may succeed in doing something that Beijing has long struggled to accomplish: Jump-start its own semiconductor industry. The result is a boom for China's chip industry. ” https://twitter.com/...
This type of RISC-V mandate likely leads to: 1. A hard fork in the RISC-V ecosystem (self-defeating because it suffocates innovation) 2. US pressure/controls on @SiFive (US based, backed by Sutter Hill) 3. Benefit to European players like @Codasip https://www.ft.com/...
“The official added that the fragmented nature of Risc-V's development — hundreds of different companies use its open-source software architecture — was slowing the replacement of Arm's designs” https://www.ft.com/...
China has set up a consortia, including Alibaba & Tencent, to use the RISC-V chip architecture to reduce reliance on Arm, media reports, another China move to counter US export controls. $BABA $TCEHY #semiconductor https://www.ft.com/...