Despite a decade long investment of more than US$100 billion in semiconductor sector from the central and local governments, China has not caught up with TSMC and Samsung. In this episode we reveal what holds China back in advanced computer chips manufacturing. No, it is not just the US restrictions. There is also a reason why the restriction work in this industry. Watch the entire video to understand the issues at a fundamental level.References and SourcesChina now only supports promising chip firm consolidation amid doubling IPO terminationshttps://www.digitimes.com/news/a20240...Major Chinese semiconductor company goes bankrupt — 23 others recently withdrew IPO applications https://www.tomshardware.com/tech-ind...Chinese chip-related companies shutting down with record speed — 10,900, or around 30 per day, shut down in 2023https://www.tomshardware.com/tech-ind...China Gives Up On $20bn Wuhan Chipmaking Fiascohttps://www.asiafinancial.com/china-g...Global semiconductor players prepare to cash in the CHIPS and invest to secure supply – ATREG & Yole Grouphttps://www.yolegroup.com/strategy-in...Huawei reportedly facing bad AI chip yields for processors made at Chinese fab SMIC: Reporthttps://www.tomshardware.com/tech-ind...Chinese AI firms mixing different GPUs inside individual AI servers to combat GPU shortages from US sanctionshttps://www.tomshardware.com/tech-ind...China only produces 1% of critical litho chipmaking tools, exposing it to harsh US sanctions — investment in domestic toolmakers looks to reverse the trendhttps://www.tomshardware.com/tech-ind...Intel shares biggest unboxing video ever as ASML’s $380 million High-NA lithography machine is installed in Oregon fab https://www.tomshardware.com/tech-ind...Intel receives ASML’s first ASML’s $380 million High-NA lithography machine  • Intel Receives ASML’s First High NA E...  Engineers From Taiwan Bolstered China's Chip Industryhttps://www.nytimes.com/2022/11/16/bu...Taiwan bans recruiters from posting for jobs in Chinahttps://www.datacenterdynamics.com/en...'Tip of the iceberg': Taiwan's spy catchers hunt Chinese poachers of chip talent https://www.reuters.com/world/asia-pa...Key chipmaking tools are missing from China’s new self-made list of semiconductor industry challenges — lithography machines are curiously absenthttps://www.tomshardware.com/tech-ind...Two Chinese Startups Tried to Catch Up to Makers of Advanced Computer Chips—and Failed https://www.wsj.com/articles/two-chin...China Chases Chip Leadership https://www.bain.com/insights/china-c...China seems to have figured out how to make 7nm chips despite US sanctions https://www.theregister.com/2022/07/2...Semiconductor Value Chain - globally distributed ecosystem - The Waves.org https://www.the-waves.org/wp-content/...Semiconductor Global Supply Chain - World Maphttps://www.researchgate.net/profile/...An overview of the semiconductor ecosystem; en.rattibha.com  Graphics and generated illustrative images courtesy of Canva and Dall-E3

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