Branche, teknologi, komponentdistribution

 

Store kinesiske chipambitioner skaber markedsturbulens

Kinas store ambitioner om at etablere sig som en storspiller inden for chipproduktion kan føre til problemer med komponent-overforsyning, påpeger analysefirmaet GlobalData (in english).

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China semiconductor ambitions trigger concerns over market oversupply, reveals GlobalData
China's unveiling of $47.5 billion state-backed semiconductor investment fund has sparked conversations among influencers on “X” platform during the last week of May 2024.

Influencers perceive the move as a strategic effort to shift the competitive landscape, in the wake of trade tensions with the US, but worry about potential market oversupply, price volatility, and geopolitical risks from such large-scale investments, reveals the Social Media Analytics Platform of GlobalData, a leading data and analytics company.

Shreyasee Majumder, Social Media Analyst at GlobalData, comments: “Influencers acknowledge China's strategic maneuvers to enhance its position in the chip war, while also advocating for a balanced approach to promote sustainable growth without compromising domestic market dynamics. A few of them are concerned that such massive investments by multiple countries striving for self-sufficiency could result in market oversupply, leading to volatile prices and impacting the profitability of companies. Additionally, they are also concerned about potential disruptions to semiconductor manufacturing and supply chains and technological progress in the event of escalating geopolitical tensions.”

Below are a few popular influencer opinions captured by GlobalData’s Social Media Analytics Platform:

1. Sandip Sabharwal, Owner at Asksandipsabharwal.com:

“As most countries try self sufficiency with crazy amount of investments we are likely to see huge oversupply with crazing prices in 2-3 years Good for consumers but not the companies making largescale investments…”

2. Rebecca Choong Wilkins, Journalist at Bloomberg:

“Off Button. Two giants of the semiconductor industry - the Dutch firm ASML and Taiwan's TSMC -  both have ways to disable chipmaking machines if China invades Taiwan, according to people familiar with the matter.”

3. Samuel Ramani, Associate Fellow at the Royal United Services Institute (RUSI):

“China has expanded funding on semiconductors to get an advantage in the chip war This is not Taiwan's only challenge Taiwan also is suffering from shortages of trained personnel in semiconductor industry”

4. Dan Nystedt, Vice President/Research Analyst at TriOrient Investments:

“ASML and TSMC can disable advanced semiconductor manufacturing equipment called EUV lithography machines if China invades Taiwan, Bloomberg reports, adding US officials have expressed concerns to their Dutch and Taiwan counterparts over how to handle such a risk. EUV machines are needed to etch the tiniest features on chips, key to making the most advanced chips.”

5. Michael Pettis, Senior Fellow at the Carnegie Endowment:

“By protecting chipmaking, Beijing is seeking to alter global comparative advantage in the sector in its favor. There's nothing wrong with this, as long as the effective subsidies to the chip sector aren't paid for by suppressing domestic demand (i.e. Chinese households).”

 

3/6 2024
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