China's record-breaking investment in chipmaking machinery underscores its strategic response to Western export controls, aiming to secure its semiconductor production capabilities and maintain its competitive edge in the global market. This move could reshape the semiconductor industry, intensifyin
Also interesting to note “The focus on mature nodes also positions Chinese companies to dominate markets where advanced nodes are not necessary, such as in automotive and industrial applications.” which is indeed very viable. Namely they focus on “old” processors used in “simpler” situations. The machinery from ASML to make such chips is actually purchasable (unlike the latest ones). China is already positioned on the lower end of the market.
Still, even though going from the production of older chips is a step to higher end one, it is not the same, especially when machinery to do so can’t be purchased.