Odd Lots China Made a Chip Breakthrough That Shocked the World
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Dec 7, 2023 
Dylan Patel, Chief Analyst at SemiAnalysis, and Doug O'Loughlin, Chief Analyst at Fabricated Knowledge, unpack China's remarkable progress in the semiconductor industry despite U.S. restrictions. They discuss Huawei's groundbreaking Mate 60 Pro smartphone, revealing how these advancements signal a shift in global tech dynamics. The duo explores how aggressive Chinese investments are reshaping supply chains and the competitive landscape, while questioning whether Western regulations unintentionally fuel China's growth in this critical sector.
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China's Chip Surprise
- Huawei released a new phone with surprising performance, raising questions about China's chip progress.
- Is this a domestic breakthrough, or did restricted technology get into the country?
Huawei's Performance
- Huawei's new phone performs similarly to phones with Qualcomm chips, shocking observers.
- Despite being banned from using major chip manufacturers like TSMC, Huawei's phone is only about 1.5 years behind in technology.
Bypassing Restrictions
- Huawei bypassed the need for EUV lithography, using techniques like quad patterning.
- Restrictions on semiconductor tools have been poorly enforced, allowing some advanced tools to enter China.