① The CEO of the research company Futurum Group said that he will not underestimate China's ability and determination to develop and manufacture new semiconductor technologies;

② Although this is a challenge for China, a think tank in the United States pointed out that China is likely to do this faster than expected;

③ Analysts also pointed out that China will also seek dominant position in the traditional chip field.

Some industry analysts are optimistic that although the United States is trying to obstruct China's advanced semiconductor technology, Chinese chip manufacturers will still be able to develop their own advanced semiconductor.

Daniel Newman, CEO and CEO of Global Technology Research and Advisory Company Futurum Group, recently said in an interview that I will not underestimate China's determination to find the next generation of technological development channels, nor will it underestimate the real important products made in Chinaability.

Challenge and hope

Overseas experts believe that the current situation will be a challenge for Chinese technology companies, but some experiments show hope.Companies such as Huawei and Alibaba are studying methods to develop cutting -edge artificial intelligence performance with fewer semiconductors, or combine different chips to reduce dependence on single hardware.

Paul Scharre, vice president and research leader of The Center for a New American Security, pointed out that nothing is impossible ... they are likely to do this faster than others expect.

Huang Renxun, the founder and CEO of Nvidia, also said last week that China's resources invested in the chip industry are quite huge. China has many GPU (graphical processing unit) startups, so you cannot underestimate their ability to catch up.

Another choice

In addition, analysts pointed out,China will also seek dominant position in the traditional chip fieldAt present, China has made progress in this regard.

Charles Shi, chief and senior semiconductor analyst of asset management company Needham & amp; Company, pointed out that China has made good progress in manufacturing chip based on mature technology.

Mature technology refers to the process of making 28 nanometer and above chips, which are usually considered to be mature or traditional chips.These 28 -nanometer chips are widely used in products and other products such as cars, consumer electronics.SHI pointed out that these chips are becoming more and more important for the automotive industry.

Scharre of the US think tank also pointed out that of course I believe that Chinese large chip manufacturers will be able to survive in the competition of traditional chips, and the market of traditional chips is very healthy.

Scharre added that compared with the ability of the most advanced chip in China, traditional chips definitely have a lot of money to earn, and there are many opportunities.At least in the short term, the ability to make the most advanced chips in China cannot be achieved, and it is necessary to truly focus on a large amount of resources, attention and human capital.

The British analysis company Total Telecom said China had 28 nanometer and 14nm chip manufacturing capabilities as early as 2021.

According to the consulting company Internal Business Strategies Inc., the demand for 28nm chips by 2030 is expected to increase by more than double, and the scale of this market will reach $ 28.1 billion.