
Geopolitics & Economics of the Semiconductor Global Value Chain
All Things Policy
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The Future of Advanced Fabrication in China
The export controls the revised ones from October 7th of last year, they are extremely well thought out and much harder to evade than the past ones. So this means it's going to be really hard for quite a substantial amount of time,. let's say 10 years for China to have advanced fabrication at any sort of efficient scale. Now down to maybe 6 nanometer, you can use like e-beam technology and do it very inefficiently but you can still make chips as far as China's national security concerns go. But it makes it the more chips you need and the closer you get to commercial competition then that becomes much more difficult. And even where it looks promising so let's say 28
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