> FWIW, I imagine in 4-5 years this “battle” will pretty much already be decided wrt chipmaking in China.
If I'm understanding you correctly...
It's not that easy for China (or the US) to spin up their own fabs, particularly ones that compete to those in Taiwan. Even with some expertise and fat pockets, you might not get the same results. It's a lot of trial and error and improving yield for small processes to the point where it's economical.
On top of that, the cutting edge is already developing in Taiwan (i.e. next gen fabs).
That's why Taiwan is such a coveted area for the PRC (and the US) -- besides the traditional political issues regarding their exodus from mainland China.
If I'm understanding you correctly...
It's not that easy for China (or the US) to spin up their own fabs, particularly ones that compete to those in Taiwan. Even with some expertise and fat pockets, you might not get the same results. It's a lot of trial and error and improving yield for small processes to the point where it's economical.
On top of that, the cutting edge is already developing in Taiwan (i.e. next gen fabs).
That's why Taiwan is such a coveted area for the PRC (and the US) -- besides the traditional political issues regarding their exodus from mainland China.