What is happening in the semiconductor industry?
We've stated the permanent slowdown in the global semiconductor industry except for China in our previous post because China will be ramping up its own semiconductor developments.
Huawei has developed its own Kirin chips.
Xiaomi will also launch its own chips.
https://www.scmp.com/tech/china-tech/article/2074805/xiaomi-launches-its-own-smartphone-processor-cut-reliance-suppliers
Alibaba has just revealed its own processor now.
https://www.scmp.com/tech/innovation/article/3020161/alibaba-unveils-first-self-developed-chip-processor-china-looks
More and more Chinese companies will reduce their dependences on foreign chips and this will affect the global semiconductor industry excludes China.
https://sg-stock.blogspot.com/2019/07/the-semiconductor-is-facing-collapse.html
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https://www.gizchina.com/2019/06/26/zte-developed-the-third-gen-5g-chip-coming-in-the-second-half/
China ZTE has also developed its own 5g chip.
Look like China semiconductor industry is booming!
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