Global Semis_ CHIPS Act 2_ China's accelerating momentum
umwelt bundesamt·2024-10-07 16:08
EQUITY RESEARCH | October 2, 2024 | 8:59 AM HKT _ esearch Global Semis CHIPS Act 2: China's accelerating momentum Eighteen months ago, we laid out the pieces of the technology puzzle necessary for China to realize self-suciency in semiconductors. At the time, we highlighted capital investment, talent and government support as the most critical ingredients. The mature nodes are import substitution capable (e.g. power semis, CIS, RF and deposition tools), leading to a larger % of the value chain being domesti ...