China: Threat or opportunity?

摘要

Japan was the first Asian country to challenge the US in advanced chipmaking. Subsequently, other countries around the Pacific Rim were able to follow the Japanese model to become leading chipmakers themselves - first South Korea and then Taiwan. Seeing the wild swings in the DRAM market, Taiwan opted instead to develop the foundry approach that has made it a major player in semiconductors. Now China is making its move, benefiting from the lessons learned by others.