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Tuesday, June 9, 2020

Disruption in the semiconductor industry will come in 5 years time or lesser!

The US government has killed the western semiconductor industry by encouraging China to develop its own semiconductor expeditiously.

As many silicon-based semiconductor patents are held by the west, China has managed to achieve a carbon-based semiconductor breakthrough and this will enable China to bypass all the western patents because different materials have different properties and need different techniques for production.

https://www.globaltimes.cn/content/1189631.shtml

I believe China has managed to create a breakthrough with a carbon-based semiconductor material known as graphene.  I knew that China was doing this research for a few years already.

https://www.graphene-info.com/graphene-semiconductor

China will be able to revolutionize the semiconductor industry with this carbon-based semiconductor and the west will lose a big chunk of the semiconductor business in the future.  The dichotomy in chip technology (silicon vs carbon) has happened.  China will satisfy its own chip demand first before exporting to the rest of the world.

Moreover, China has also produced its first semiconductor machine in 1 year after the start of the US-China trade war.  Kudos to China!

https://cntechpost.com/2020/05/18/chinese-firm-develops-countrys-first-semiconductor-laser-invisible-wafer-scribing-machine/

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