Research suggests China’s listing of WFE manufacturers doesn’t guarantee market dominance, given current revenue ($0.2B vs. $5.5B for PVD, etc.) and technological lags (90nm vs. 3nm). It seems likely that Western firms maintain leadership due to scale, trust, and advanced tech, though China’s growth potential is notable. The evidence leans toward dominance being years away, with geopolitical tensions and market barriers as key hurdles. This analysis, grounded in 2024 data, shows listing names is a start, but dominance requires more—revenue, tech, and global acceptance.
Tech war: China leads US in quantity, quality of semiconductor research, report finds
- Thread starter Daniel Nenni
- Start date
Look at NUMMI, the JV of GM and Toyota to make car in the US. GM failed to copy its practice to other plants. and the their site it's Tesla Fremont factory now.
Trump doesn’t want to fund Intel himself, but he can mandate that fabless companies contribute to supporting Intel.
You're trying to distill a complicated history down to one sentence. It's not effective.
My impression, not statistical, is that most papers in JECS or ECS JSSS&T in my field, CMP, are coming out of Chinese labs these days. They're good papers, sort of modest, filling in the gaps in the second or third generation since the originators of CMP. They are written in English. It shows evidence of the funding China is providing for semiconductor-related academic research. CMP may not be representative of anything, since it's one small electrochemical backwater in the midst of batteries and photovoltaics. But if I had to guess, China is probably the preponderance of battery and PV research as well.
Not so sure about the “quality” part.
www.nature.com
When it’s a numbers game, quality can go out the window.
www.nature.com
Exclusive: These universities have the most retracted scientific articles
A first-of-its-kind analysis by Nature reveals which institutions are retraction hotspots.
www.nature.com
When it’s a numbers game, quality can go out the window.
Elite researchers in China say they had ‘no choice’ but to commit misconduct
Anonymous interviewees say they engaged in unethical behaviour to protect their jobs — although others say study presents an overly negative view.
www.nature.com
hist78
Well-known member
It’s possible that a consortium of US fabless companies will band together to support Intel Foundry. However, they will likely demand that Intel spin off its Foundry division. Otherwise they would be using their own shareholders' money to save a competitor (Intel IDM).
For them (other fabless), it is about insurance and avoiding paying tariffs.
For Intel Corporate, it should focus on maximize shareholder value. A proper valuation for IF should be 1-2x of book value. Most importantly, the IFS effort has been financed by Intel Products. DZ mentioned previously that Intel Products is a shareholders of IF. Therefore, the current structure makes sense.
For Intel Corporate, it should focus on maximize shareholder value. A proper valuation for IF should be 1-2x of book value. Most importantly, the IFS effort has been financed by Intel Products. DZ mentioned previously that Intel Products is a shareholders of IF. Therefore, the current structure makes sense.