Barclays analysts predict that China's chipmaking capacity will more than double in the next five to seven years, exceeding market expectations. This expansion is based on existing plans of local manufacturers and is expected to lead to overcapacity in the chip industry, according to the analysts' research. The potential increase in chip output was also discussed at the Snow Meeting in Vilnius.
China’s chipmaking capacity will more than double in five to seven years, “materially more” than the market expects, according to Barclays analysts https://t.co/Y5wGO79trz
I talked about this at the Snow Meeting in Vilnius yesterday: China’s Chip Output May Double in Five Years, Barclays Says https://t.co/r2Huixzs7W
The number of chips China makes will more than double in five to seven years based on local manufacturers’ existing plans, “materially more” than the market expects, according to research from Barclays analysts https://t.co/9cU0Bck2rE
China’s chipmaking capacity will more than double in five to seven years, “materially more” than the market expects, according to Barclays analysts https://t.co/Vjf4kQDqMG
Chinese overcapacity will soon spread to chips. https://t.co/Z0jBM8t7Qd