With cars they figured they were far behind and there were many patents on internal combustion engines that it made sense for Chinese companies with government directives to skip straight to battery electric vehicles. Maybe they will do the same with semiconductors, maybe not. I hope so but I hate to mix hope with insight or prescience.
There are strong incentives for China to push the boundaries with semiconductors. Data processing and analytics is becoming an essential tool in many domains. Being able to process huge volumes of data faster than your adversaries becomes a really powerful strategic advantage. For example, if you can accurately model patterns in global trade, then you can allocate resources better than your competition. That’s just one example where having powerful processing capability is crucial. It’s pretty clear that Chinese leadership sees the potential here, and I expect we’ll see some amazing things happening in the coming years.
With cars they figured they were far behind and there were many patents on internal combustion engines that it made sense for Chinese companies with government directives to skip straight to battery electric vehicles. Maybe they will do the same with semiconductors, maybe not. I hope so but I hate to mix hope with insight or prescience.
There are strong incentives for China to push the boundaries with semiconductors. Data processing and analytics is becoming an essential tool in many domains. Being able to process huge volumes of data faster than your adversaries becomes a really powerful strategic advantage. For example, if you can accurately model patterns in global trade, then you can allocate resources better than your competition. That’s just one example where having powerful processing capability is crucial. It’s pretty clear that Chinese leadership sees the potential here, and I expect we’ll see some amazing things happening in the coming years.