The Rise of the China IC Industry
At the SEMI Strategic Materials Conference, SMC, Lung Chu, who heads up SEMI China (and worked at Cadence at one point in his career) talked about The Rise of China IC Industry: Challenges and Opportunities. There are a number of amazing facts about the China semiconductor industry, ranging from semiconductors being a bigger import than oil into China, to 24 fabs being under construction in China, to the semiconductor market growth being negative if you take China out. Facts like these mean that what happens in China is probably the most significant thing in the semiconductor industry. For some recent updates on China, see my post SEMICON: China, China, China or my post from DAC China's IC Industry: Today and Tomorrow, or the SEMICON panel session SEMICON China Panel: Faster Than You Think.
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