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Running on Ice: China’s Chipmakers in a Post-October 7 World | Rhodium Group

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This note explores the markets where Chinese chipmakers are likely to focus their resources after the US export controls of October 7, 2022.

Running on Ice: China’s Chipmakers in a Post-October 7 World – Rhodium Group Skip to content Search all content US export controls designed to freeze-in-place China’s leading edge chip development are a powerful brake on Beijing’s ambitions to become self-sufficient in foundational technologies. But this should not obscure the fact that China is building significant capacity in semiconductor markets that rely on mature process nodes – including in sensors, power semiconductors, and microcontrollers found in every day consumer electronics, vehicles, and medical devices. This note takes a

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