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A comment on China's chip capabilities just 3 years behind TSMC, teardown shows. Parent comment

Re:China's chip capabilities just 3 years behind TSMC, teard... by pragmomm on Thursday September 05, 2024 @08:15PM (#41461602)
Every (sane) company now has a China+1 strategy, mainly manufacturing for Chinese audience in China, and elsewhere for other audiences. It's easier to decouple from China now, much easier than 3 years ago.
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Re:China's chip capabilities just 3 years behind TSMC, teard... by nothercastle on Thursday September 05, 2024 @08:59PM (#41461846)
And the +1 could never scale to the same capacity as China. Especially not at the same time. You can’t decouple from China, the global economy barely decoupled from Russia and even then it’s questionable how much decoupling actually occurred
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Re:China's chip capabilities just 3 years behind TSMC, teard... by pragmomm on Thursday September 05, 2024 @10:45PM (#41462426)
It just takes time. China took a while to get to the efficient process as well. So will Vietnam, and India, and Philippines.
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Re:China's chip capabilities just 3 years behind TSMC, teard... by mensetmanusman on Thursday September 05, 2024 @10:07PM (#41462211)
China is losing a million workers a year and accelerating.
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Re:China's chip capabilities just 3 years behind TSMC, teard... by culi on Thursday September 05, 2024 @09:20PM (#41461963)
As I quoted, China went from 5% of global production to 35% in just. It's literally never been more difficult to decouple from China
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Re:China's chip capabilities just 3 years behind TSMC, teard... by djohnston on Thursday September 05, 2024 @09:49PM (#41462122)
Your data point ends at 2020. Hmm.. what could have happened that year that would have spurred businesses to decouple from China. Hmmm… cough
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Re:China's chip capabilities just 3 years behind TSMC, teard... by fancl20 on Thursday September 05, 2024 @10:46PM (#41462433)
WTO, IMF have yearly reports and IIRC one of U.S. Central bank branch have published report about this. TL;DR version is there's a trade flow reshuffle but China's trade percentage barely changed. As most traditional economic theories suggested and predicted, China sells more to ASEAN, South America and they sell more to U.S.
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