Summary: As US restricts chip related knowhow from China, China will try to catchup using its domestic research. While it will not be easy, it is about 1 generation behind when it is being cut off. This also means that China has less incentive to keep intact TSMC foundries in Taiwan as it is already cut off from the latest being produced there. Question is if that increases the risk of a US-China conflict over Taiwan.
US China Taiwan Chip Angle
US China Taiwan Chip Angle
US China Taiwan Chip Angle
Summary: As US restricts chip related knowhow from China, China will try to catchup using its domestic research. While it will not be easy, it is about 1 generation behind when it is being cut off. This also means that China has less incentive to keep intact TSMC foundries in Taiwan as it is already cut off from the latest being produced there. Question is if that increases the risk of a US-China conflict over Taiwan.