Electronics Weekly Electronics Design & Components Tech News
In Q4, Japanese exports of chip-making equipment to China fell 16% and on the year by value, while US shipments fell 50% and Dutch shipments fell 44%.
Shipments to the rest of the world from Japan and the US grew 26% and 10% respectively.
For 2022, China’s imports of semiconductor-manufacturing equipment fell 15% to $34.7 billion – the first decline in three years.
In January and February 2023, China imports of chip making equipment fell 21% y-o-y
Bill Gates “I don’t think the US will ever be successful at preventing China from having great chips,” he said, adding that while it might require a massive re-allocation of resources by Beijing, any gap would likely be plugged. When Rachman probed further, claiming the export of such technology to a rival was an issue of US national security, Gates responded with alacrity. “If you really think there’s gonna be a war in the next decade, then you shouldn’t have warned them that you were gonna cut their chips.”
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Former Google CEO Eric Schmidt, chairman of the US Special Competitive Studies Project, told the Sydney Dialogue that China was unlike the Soviet Union at the height of the Cold War, because it was “an autocratic competitor that is run by technocrats that is very capable of inventing a new future”.
IMHO Brad, both Gates and Schmidt are wrong. The US is already stopping China from having “great chips” and autocratic technocracies create fragile futures.