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China will invest $100 billion in chipmakers

China will invest $100 billion in chipmakers

China will invest $100 billion in chipmakers

China will invest $100 billion in chipmakers

 

China is going to invest $100 billion in its computer chip industry over the next five years, according to Morgan Stanley analysts. China will do this with a focus on ‘creating national champions’, like Semiconductor Manufacturing International and Spreadtrum Communications.

Bill Lu, alongside with nine other Morgan Stanley analysts, published a 41-page research report last Monday. This report stated that China has taken steps like these before, but that it ‘could be different’ this time.

 

China will invest $100 billion in chipmakers

 

"The goal is large but simple — China's semiconductor ambitions are targeted toward areas where it already dominates manufacturing, and where national security is involved. It will take several years for China to disrupt new semiconductor markets, but disruptions — notably margin risk — could end up being significant for established players and for the global chip market overall."

The analysts stated that China will not be spreading its investments broadly, but will focus on national champions (read: the largest manufacturers in the semiconductor segment).

 

China will invest $100 billion in chipmakers

 

"These include one national manufacturing champion Semiconductor Manufacturing International, one assembly subcontractor (Jiangsu Changjiang Electronics Technology), likely local DRAM (dynamic random-access memory) and Nand flash-memory production and one semi equipment company and a few fabless companies such as Spreadtrum Communications and HiSilicon."

Non-Chinese firms will get opportunities too, including Intel, which has a partnership with Spreadtrum Communication and Rockchip Electronics.

 

Join the discussion on China investing $100 billion in chipmakers on the OC3D Forums.

 

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Most Recent Comments

01-07-2015, 14:19:41

NeverBackDown
$100 billion? That's it? Chump changeQuote

01-07-2015, 18:24:41

Kushiro
This stirs up memories of the whole CHINA IS BUYING THOSE TO MAKE NUKES ordeal by the retarded US. Fu***** morons. Lets see if Intel decides to jump at this.Quote

01-07-2015, 20:36:47

NeverBackDown
Quote:
Originally Posted by Newbie_NS810 View Post
This stirs up memories of the whole CHINA IS BUYING THOSE TO MAKE NUKES ordeal by the retarded US. Fu***** morons. Lets see if Intel decides to jump at this.
Ya because calling out the US and presenting your views is totally relevant to the thread.Quote

02-07-2015, 06:07:01

Kushiro
Nope, just allows me to vent every so often.Quote
Reply
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