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2 comments
  • The report asserts that without substantial government intervention or significant advancements in domestic semiconductor technology, the slow pace of progress is unlikely to accelerate

    I wonder what "substantial government intervention" refers to in this context (the source DigiTimes article is paywalled); hasn't there already been massive government intervention to support local Chinese semiconductor manufacturing (both on the supply and demand side)?

    • Retaliatory tariffs on US (affecting Intel, Nvidia, Qualcomm) would be a natural escalatory step in this trade war but I’m not sure how effective that would be given that lots of high end stuff is affected by US sanctions already.