Hm, laut diesem Artikel baut China massiv seine Chipproduktion für ältere Typen aus:
https://www.bloomberg.com/news…-s-rush-into-legacy-chips
ZitatPresident Joe Biden implemented broad controls over China’s ability to secure the kind of advanced chips that power artificial-intelligence models and military applications. But Beijing responded by pouring billions into factories for the so-called legacy chips that haven’t been banned. Such chips are still essential throughout the global economy, critical components for everything from smartphones and electric vehicles to military hardware.
ZitatWhile the US rules introduced last October slowed down China’s development of advanced chipmaking capabilities, they left largely untouched the country’s ability to use techniques older than 14-nanometers. That has led Chinese firms to construct new plants faster than anywhere else in the world. They are forecast to build 26 fabs through 2026 that use 200-millimeter and 300-mm wafers, according to the trade group SEMI. That compares with 16 fabs for the Americas.
Ändert natürlich nichts daran, dass die Chinesen auch an der bisherigen Miniaturisierungsgrenze entwickeln, aber - so wird es hier behauptet - Teil der Antwort auf die US-Sanktionen ist der Versuch Chinas den Markt für abgehangene Chips aufzurollen. Ich dachte eigentlich die haben längst einen größeren Marktanteil.
Ist natürlich alles ganz schrecklich:
ZitatThat’s sparked fresh fears about China’s potential influence and triggered talks of further reining in the Asian nation, according to people familiar with the matter, who asked not to be identified because the deliberations are private. The US is determined to prevent chips from becoming a point of leverage for China, the people said.
Commerce Secretary Gina Raimondo alluded to the problem during a panel discussion last week at the American Enterprise Institute. “The amount of money that China is pouring into subsidizing what will be an excess capacity of mature chips and legacy chips — that’s a problem that we need to be thinking about and working with our allies to get ahead of,” she said.
ZitatSenior EU and US officials are concerned about Beijing’s drive to dominate this market for both economic and security reasons, the people said. They worry Chinese companies could dump their legacy chips on global markets in the future, driving foreign rivals out of business like in the solar industry, they said.
Western companies may then become dependent on China for these semiconductors, the people said. Buying such critical tech components from China may create national security risks, especially if the silicon is needed in defense equipment.
“The United States and its partners should be on guard to mitigate nonmarket behavior by China’s emerging semiconductor firms,” researchers Robert Daly and Matthew Turpin wrote in a recent essay for the Hoover Institution think tank at Stanford University. “Over time, it could create new US or partner dependencies on China-based supply chains that do not exist today, impinging on US strategic autonomy.”
Zitat“When you think about electrification of mobility, think about the energy transition, the IoT in the industrial space, the roll-out of the telecommunication infrastructure, battery technology, that’s all — that’s the sweet spot of mid-critical and mature semiconductor,” Peter Wennink, chief executive officer of Dutch chipmaking equipment supplier ASML Holding NV, told analysts in mid-July. “And that’s where China without any exception is leading.
