Why China's rise is not inevitable. DRAM Market. Square root recovery.

    The Chip Insider®
    October 16, 2020 — Strategy and Tactics: Why China's rise to world dominance is not inevitable. DRAM Market. Square root recovery. WildPhotons: Politics have no relation to morals ...
    G. Dan Hutcheson
    Summaries:

    Why China's rise to world dominance is not inevitable: My personal bias is that I stand outside the common belief China's rise to world dominance over the semiconductor industry is inevitable. The proponents of this base it on the thesis that:
    1. They have more money to throw at it than anyone
      1. And they're willing to throw more money at it than any country before them
    2. They're Communist and see profit seeking as a Capitalist weakness
      1. In other words, they don't care how much money they lose
      2. Thus, yields are unimportant
    3. Even if they do care about money, the cost of world dominance is so low they won't care
      1. Yes, Japan rose and fell... But it was never as large as China, with as large a consumer base
    4. They have 5-year plans and are patient and persistent about pursuing them
    5. They're Chinese, which makes them a bigger Taiwan waiting to happen

    Obviously, these are all valid points. However, the potential flaws are ...

    What's Happening and What's the Meaning: DRAM market to get a boost from ... Apple's new camera that's also a phone and selling 5G.
    Why China's rise is not inevitable. DRAM Market. Square root recovery.


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