The US will need to invest between US$20 billion (A$27.3 billion) and US$50 billion in new semiconductor fabrication plants if it wants to reverse the trend of the last 30 years which has seen semiconductor manufacturing decline, a study claims.
China plans to invest up to US$1.4 trillion (A$1.9 trillion) to build up its semiconductor industry so that it can achieve self-sufficiency and not be subject to the kind of sanctions that the US has imposed on Huawei, a report claims.
ANALYSIS Speculation that South Korean conglomerate Samsung Electronics would come to the aid of beleaguered Chinese telecommunications equipment vendor Huawei Technologies and help it to obtain semiconductors for its business has been more or less squashed after Samsung was given a massive deal by Verizon.
This is an unbearably good headline :-)
Great Stuff Sam - I wish this could go out to a larger audience.
5G will save us, and the NBN will have to be redone anyway.
As always, a great article Sam.
I will never forgive him.