China is "changing lanes" and winning on all fronts in the Chip War

8 months ago
26

American logistics expert reports from China video: China is "changing lanes" and winning on all fronts in the Chip War, beating US’s sanctions and forcing Chinese to become more innovative. US will not win against China. 美國物流專家在中國報導視頻: 晶片戰爭中國「換道」全面勝利,打破美國制裁,美國逼迫中國人更創新,美國不可能戰勝中國.

Chinese labs are achieving breakthroughs in silicon photonics, materials engineering, and even by revolutionizing the shape of semiconductors themselves.

The latest advances include first-ever successful tests of new photon chips, which use light instead of electrons. Several Chinese labs are now moving to the mass production phases of photonic silicon chips, which will result in magnitudes of improvements over traditional silicon.

Other laboratories report success by getting rid of silicon altogether. A new technique involving a bismuth compound and a 2-dimensional chip design is 40% faster than the fastest 3-nanometer silicon chips, with a 10% improvement in energy efficiency besides. That technology is also to be mass produced.

These developments raise disturbing questions as to the valuations of the companies in our semiconductor industry, worth a combined market cap of nearly $6 trillion. Are they building the next generation of superfast semiconductors? Or will it be China?

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