China Future Tech webinar: China makes steady progress in chip self-sufficiency
A discussion on China’s progress in chip self-reliance and what it means for the world
In the latest China Future Tech webinar, Natixis director and senior economist for Asia Pacific, Gary Ng, joined South China Morning Post technology editor Zhou Xin, political economy correspondent Ralph Jennings and tech reporter Ann Cao to discuss the country’s progress in chip self-reliance and what that means for the rest of the world.
What are the latest developments in China’s drive for chip self-sufficiency and how does that impact US-China relations?
Compared to trade war 1.0 during US President Donald Trump’s first term in the White House, China had “definitely become more confident” in overcoming hurdles such as US export controls and made “quite significant progress”, according to Ng.
With semiconductors being “one of the biggest leverage” points the US could use, China’s advancement in the field could potentially “tip the balance” in the geopolitical landscape, Ng said.
What does China’s chip progress mean for Asian semiconductor powerhouses such as South Korea and Taiwan?
In recent decades, mainland China has been an important revenue source for Asian chipmakers such as Samsung Electronics, SK Hynix and Taiwan Semiconductor Manufacturing Company.