1. Government support and leadership are essential for advanced technology development in the semiconductor industry.
2. China has limited capability in advanced nodes and computing, industrial, and automotive applications.
3. The largest gap in the China semiconductor supply chain is in equipment and EDA tools for products using advanced node processes.
The article provides a comprehensive overview of the current state of China’s semiconductor industry, as well as its potential future development. It is clear that the author has done extensive research into the topic, citing historical examples such as Japan’s recovery from the 1980s to illustrate key points. The article also provides an analysis of the current gaps in China’s semiconductor supply chain, which is useful for investors looking to understand how much capital might be required to bridge these gaps.
However, there are some potential biases present in the article that should be noted. For example, it does not explore any counterarguments or alternative perspectives on government support or investment strategies for developing China’s semiconductor industry. Additionally, it does not provide any evidence to back up its claims about the scale of local suppliers compared to global peers or about local leaders being banned from accessing advanced foundry and equipment. Furthermore, it does not mention any possible risks associated with investing in this sector or present both sides equally when discussing government support and leadership for technology development. As such, readers should take these potential biases into consideration when evaluating this article's trustworthiness and reliability.