China may have to reassess chip strategy in face of US sanctions
This is particularly so when it comes to photolithography equipment such as that made by Netherlands-based outfit ASML, which is currently the only provider of Extreme Ultraviolet machines used in the production of 5nm and 3nm silicon.
Richard Gordon, practice vice president for semiconductors and electronics at Gartner, agreed on this point, saying that he also sees China using its semiconductor industry to service its own internal consumption more in future. "I don't think they will stop throwing money at the problem, but the bigger issue is that it requires expertise and time, and it will take a very long time," he said.
"I expect they will aim to compete in the legacy sector, while investing in developing new technology over the long term," he said. Without access to ASML and its advanced lithographic technology, this may take at least 10-15 years, but China will still try, he added.
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