The Cost of the U.S.-China battle

    The Chip Insider®
    October 23, 2020 — Strategy and Tactics: The Long-Term Cost of the U.S.-China battle. WildPhotons: Perhaps they are not stars in sky but ...
    G. Dan Hutcheson G. Dan Hutcheson

    The Long-Term Cost of U.S. efforts to keep American Semiconductor Manufacturing Equipment out of China: The biggest cost could be the loss of U.S. leadership in this sector. America's leadership in the semiconductor sector is rapidly diminishing along many lines. In contrast, the leadership of American semiconductor equipment companies in many areas is largely unchallenged, which may be why the U.S. has threatened to block the use of it by SMIC. This in turn has driven China to de-Americanize its semiconductor sector. Thus, a short-term solution could have major long-term costs.

    In simple terms, blocking American semiconductor equipment companies from revenue streams anywhere also blocks R&D funding levels. So how important is it? Over the next 5 years it could put America's semiconductor equipment behind by almost 3 years, or more than a full node.

    What's Happening and What's the Meaning: Intel's miss

    Maxim on the strategic importance of technology waves. Catch a wave and you're sitting on top of the world.* Miss a wave and you're left behind looking like a seal meal for the sharks below. This is the most important concept to understand in the extreme sport of business: Tech. An ability to catch each successive wave is what makes great companies great. It proves their leadership is smart and not ... Catching the next wave is a strategic imperative. Miss one and you'll soon be gone. There are sunken graveyards of forgotten companies who missed a wave... * Brian Wilson and Mike Love of the Beach Boys

    The Cost of the U.S.-China battle.

    ChipChirpsTM — VLSI's Semiconductor Analytics report, DRAM & NAND Markets, AMAT, BESI, Intel, SK Hynix, Kioxia, Samsung, Auto IC sales soar (confirming Semiconductor Analytics' assessment), Chipbond, GLOBALFOUNDRIES, Edwards, Infineon, and more. ChipChirps are short notifications from VLSI's analysts to alert clients about breaking news and events. They are exclusively available on VLSI's App for Android and iOS.

    weVISION Videos: Making the new normal a better normal ... with Tom Caulfield, of GLOBALFOUNDRIES Semiconductor solutions to the Coronavirus
    with Tom Sonderman of Skywater. NOW available as downloadable podcasts on VLSI's Smartphone app.

    VLSIinsiders' cloudside chat videos: New: 14 Oct: Order Visibility, Red Flags, ASML. 7 Oct: SMIC, Japan, & the economy. 5 Oct: DRAM decline, Layoffs, Semiconductor Inventory.The Chip Insider® button in VLSI's App for Android and iOS to download or Click here for the website.
    "I've always been more interested in the future than in the past"
    —Grace Hopper

    Click here to get more information about Semiconductor Chip Market Research Services