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Tech war: China leads US in quantity, quality of semiconductor research, report finds

Daniel Nenni

Admin
Staff member
China is producing twice as many research papers as the US on chip design and fabrication, laying the foundation for a possible leadership role in next-generation semiconductor technology, according to a US think tank.

While China is behind in advanced semiconductors and is restricted from buying high-end chipmaking tools such as the extreme ultraviolet lithography system developed by Dutch firm ASML, Chinese scholars published a total of 160,852 chip-related papers from 2018 to 2023, more than the next three ranked countries combined, according to the Emerging Technology Observatory (ETO) at Georgetown University.

The US was in second place with 71,688 articles, less than half of China's output, followed by India and Japan, according to the report released on Monday. The ETO found that Chinese institutions accounted for nine spots in the top-10 producers of chip articles between 2018 and 2023, and eight spots in the category of highly cited publications. The Chinese Academy of Sciences was the country's leading publisher of all chip design and fabrication research, as well as the most cited in the research category.

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Employees inspect semiconductor chips at a factory in Binzhou, in eastern China's Shandong province, January 15, 2025. Photo: AFP alt=Employees inspect semiconductor chips at a factory in Binzhou, in eastern China's Shandong province, January 15, 2025. Photo: AFP>

In research papers that were cited the most by peers, 23,520 publications in the chip design and fabrication field featured authors affiliated with Chinese institutions, compared to 22 per cent with US authors and 17 per cent with European authors.

Around 475,000 chip design and fabrication-related articles were published globally between 2018 and 2023, according to the ETO report, which reviews public research papers with English-language abstracts.

China's lead in chip research comes amid the country's push for self-reliance in the semiconductor industry to counter sanctions imposed by Washington over national security concerns. China's lead in the volume of research papers has come in tandem with the country's rapid progress in semiconductor self-sufficiency.

A research note by the Centre for Strategic and International Studies, a Washington-based think tank, noted on Monday that China "is building massive data centres, expanding its power sector, and developing domestic AI chips to reduce Western dependence" on top of the success of DeepSeek.

China has also welcomed a wave of scientists returning to the country to work in academia in the field of semiconductors, including Tsinghua University chip expert Sun Nan and more recently ex-Apple engineer Wang Huanyu, who joined the Huazhong University of Science and Technology.

The world's two biggest economies have been engaged in a tech war in recent years, with tensions escalating after the Biden administration tightened export restrictions in 2022, targeting the mainland's semiconductor supply chain.

Further chip restrictions announced in December imposed curbs on 24 types of chipmaking equipment and three categories of software essential for integrated-circuit development. Washington also added 140 Chinese semiconductor enterprises to its so-called Entity List, which generally bars them from doing business with US companies.

This article originally appeared in the South China Morning Post (SCMP), the most authoritative voice reporting on China and Asia for more than a century. For more SCMP stories, please explore the SCMP app or visit the SCMP's Facebook and Twitter pages.

 
If we check the number of Chinese oral (considered to be higher quality) papers in 2025 Advanced Lithography + Patterning conference, which is one of the most important semiconductor technology conferences, in some sense considered to be even more important than IEDM and ISSCC (both of which accept many Chinese papers) by Chinese government insiders, it is only a single digit! Of course, people have different opinion about the importance of various type of conferences, their logic is that publishing extensively in IEDM/ISSCC does not help China a lot to overcome the challenges due to the lack of EUV scannners.
 
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If we check the number of Chinese oral (considered to be higher quality) papers in 2025 Advanced Lithography + Patterning conference, which is one of the most important semiconductor technology conferences, in some sense considered to be even more important than IEDM and ISSCC (both of which accept many Chinese papers) by Chinese government insiders, it is only a single digit! Of course, people have different opinion about the importance of various type of conferences, their logic is that publishing extensively in IEDM/ISSCC does not help China a lot to overcome the challenges due to the lack of EUV scannners.
I think a fundamental problem is that research and development in such areas as EUV or emerging devices is almost entirely done in academia. There is no sense of what is capable of high-volume manufacturing; that would need an industrial partner or sponsor. Instead it is all more or less directed by the government.
 
Counting papers without assessing value or quality is dumb. So is counting how often a paper is cited.

How about counting papers on renowned journals such as Nature/Science/Lancet etc?Since only quality papers can be published
 
How about counting papers on renowned journals such as Nature/Science/Lancet etc?Since only quality papers can be published
I would put more value on papers published in highly regarded IEEE journals like Electron Device Letters or physics journals like APL or J Vac Sci B. Nature and Science have become the equivalent of glamour magazines as evidenced by how flashy papers like Ranga Dias’s superconductor papers got accepted.

Conferences like IEDM and VLSI are also very hard to publish in and the papers from Chinese universities outnumber the ones from US universities.
 
How about counting papers on renowned journals such as Nature/Science/Lancet etc?Since only quality papers can be published
The number of papers published by those journals in comparison to the hundreds of thousands of papers referenced in the study referenced by this article, is miniscule.
 
The article was from South China Morning Post. A very unbiased source :ROFLMAO::ROFLMAO:

If you spent enough time in China, you'd know how important superficiality is in China.
 
I think people who Visit China, go to conferences and read papers know that China does a ton of research and has tremendous technical capability.
 
Is IP theft still a problem? Any comments on this appreciated.
Yes China is still stealing US IP, but they are also producing a lot of their own important IP as well. 50 Years from now if/when China is the global technology leader no-one will talk about how China stole a lot of IP in the beginning of it's modernization, just like no-one talks about how the US industrial revolution was built on IP theft from the UK, because the US has since far surpassed the UK in science and technology.

Today China caught up with the US in most important areas, or is just a few years behind in areas where they have not completely caught up. When China surpasses the US in chip manufacturing within 10-15 years, people will act surprised but I don't think they should be.
 
I also don’t quite understand the U.S. government's bet on TSMC. In contrast, China has always supported its own companies rather than foreign entities.

 
I also don’t quite understand the U.S. government's bet on TSMC. In contrast, China has always supported its own companies rather than foreign entities.

Not really true, China started off by having local companies partner with foreign entities. This helped Chinese local companies build expertise and competence.

I think the US needs to rebuild it's competences in manufacturing and also learn a lot as well from foreign companies that have now surpassed it.
 
Not really true, China started off by having local companies partner with foreign entities. This helped Chinese local companies build expertise and competence.

I think the US needs to rebuild it's competences in manufacturing and also learn a lot as well from foreign companies that have now surpassed it.
Yes, the outcomes are only local winners if we look at EV for example.
 
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Yes, the outcomes are only local winners if we look at EV for example.
China heavily subsidized all foreign companies that moved there. Intel, Samsung, Hynix, WDC, ASE, Foxconn.... Also created free trade zones for companies.

You bring successful foreign companies in to help the people and economy.... then work on local companies. Its a good strategy
 
China heavily subsidized all foreign companies that moved there. Intel, Samsung, Hynix, WDC, ASE, Foxconn.... Also created free trade zones for companies.

You bring successful foreign companies in to help the people and economy.... then work on local companies. Its a good strategy
Joined venture has been the preferred way for foreign investments usually with the technology transfers.

 
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