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By connecting several less-advanced chips into one, Chinese companies could circumvent the sanctions set by the US government.
www.technologyreview.com
With China betting of chiplets could they win the game by producing chips capable of most functions at lower costs and win at the cost/performance game? What proportion of the chip market even at upper ends by satisfied by chiplets instead of high performance chips at much higher costs? What companies will dominate the tooling for chiplets, AMAT? Could the chiplet market with its size be the ultimate goal. Any thoughts or comments appreciated.
The challenge when discussing cost/performance and China is — how much is their government subsidizing the real cost of that industry?
That said, on a level playing field, being both behind in tech and lower in production volume for even mature (but useful) nodes, I don’t see China winning price/performance vs. a TSMC or Samsung at this stage.
www.technologyreview.com