Can governments like the EU, U.S., and China invest in their indigenous IC industries and catch up in the IC technology race with Samsung and TSMC?
Considering how far behind they are, IC Insights believes that governments would need to spend at least $30 billion per year for a minimum of five years to have any reasonable chance of success. Is there the willingness and/or ability to follow through on such a commitment?
Moreover, for China, even if the money were available, they would certainly be hindered by trade issues prohibiting some of the most critical pieces of process equipment from being sold into the country.