They are certainly accelerating. I think the consensus is that it is within fabrication there is a "chokepoint".
In terms of design, China has world class companies. However in terms of fabrication and especially semiconductor manufacturing equipment, they are still somewhat behind.
Also x86 is very sticky - it is going to take them a decade to get rid of that.
In terms of design, China has world class companies. However in terms of fabrication and especially semiconductor manufacturing equipment, they are still somewhat behind.
Also x86 is very sticky - it is going to take them a decade to get rid of that.