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Let’s cut to the chase: with or without a sanction juggernaut, China simply won’t be expelled from the global semiconductor market. The real amount of chip supply Huawei has in stock for their smart phone business may remain an open question. But the most important point is that in the next few years – remember Made in China 2025 remains in effect – the Chinese will be manufacturing the necessary equipment to produce 5 nm chips of equivalent or even better quality than what’s coming from Taiwan, South Korea and Japan. Conversations with IT experts from Russia, ASEAN and Huawei reveal the basic contours of the road map ahead.


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