in breaking news..
The US bans all Chinese imports. China reciprocates.
In other news, all retail outlets and department stores across the US close their doors citing merchandise procurement issues. TESLA has announced it has stayed it's plans for a US production facility as it can not secure any lithium. All US lithium ion facilities grind to a halt.
Let's go to our correspondant in China. TSMC has just received an influx of state funded investment to ramp up R&D and production of home grown semiconductors from the likes of Allwinner, Mediatek and Rockchip. TSMC is also being urged to push heavily to have its 14nm fab ready for mid 2015 and is looking on target. In the meantime they are currently producing at 120% capacity at 22nm. Astounding.
But what about the ban on x86 John?
Apparently all the systems here were upgraded last year. No state department needs a new PC for a few years. Additional optimization is being done here on gpu/cpu coprocessing as a stop gap measure, and is showing some really surprising results. It's unbelievable just how break-neck the chinese tech industry has become over the past three years. Looking around I see a wave of 5.5 inch 1080p chinese made smartphones, a size of which the West still has yet to accept without ridiculing one another. They also seem to embrace the technology itself above the name brand stamped on the device. Quite a peculiar way of thinking I'll never understand but it seems to be paying dividends here in China.
John looking around there it somewhat reminds me of the glory days of US manufacturing with the K car.
(ok surely the Sherman is a better representation of glory days but I digress)