From what we, all of us netizens, can gather from Chinese sources on the internet, and western sources on the internet, is that the industry opinion is from the IC specialist that it will be 1 to 3 years for Chinese integrated circuits industry to replace all American parts in their entire production chain.That task is extremely vast, very ambitious. and a little surprising, but it is not when we consider the fact that the Chinese are not virgins at this, that there was already a domestic IC industry, but it was behind and there was no urgency to do anything about it.
Things have changed, and these changes that will be coming probably will be permanent for at least a generation of people. Business relies on trust, and when you cannot trust someone, you cannot do business. That is where the IC industry stands now, because of erratic US government decrees.
President Trump has cut sales of US semiconductor equipment makers companies to China, now and in the future, and to get nothing in return.
There was no point in hurting one's own US companies for nothing. The lost sales will be permanent.
So why did they do this? If they knew nothing about the state of the industry, they could have phoned somebody like a consultant and asked for advice. What appears to be a sure thing now is to have US companies cut sales to the China market permanently, and have Chinese competitors unleashed onto the world IC market soon.
We will likely never see something like this again, I suspect I never will see that again in my lifetime.
