China's Chipmakers

Inside China’s Semiconductor Surge: Key Takeaways & Future Outlook

Watch the exclusive webinar replay as TechInsights experts break down China’s semiconductor strategy, key industry battles, and groundbreaking advancements shaping the global market.

China's Chipmakers

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China’s chipmakers are making bold moves toward self-reliance, shaking up the global semiconductor industry. From government-backed initiatives to breakthroughs in advanced nodes, the landscape is shifting fast. That’s why TechInsights hosted the China's Chipmakers, a must-see webinar now available to watch on-demand.

What You’ll Discover:

  • Subsidies & Equipment Spending: China subsidizes semiconductors, but normalized spending may drop to 25% of global levels.
  • Export Controls: Export restrictions slow SMIC’s progress beyond 7nm; excess capacity may reduce equipment demand.
  • Geopolitical Tensions: Tariffs and rare earth restrictions affect global semiconductor market, but China’s cost-effective products benefit automotive EVs.
  • European Exposure: EU’s softer stance on China contrasts with U.S. concerns over subsidies, especially in the EV sector.
  • Engaging Q&A: Hear responses to pressing industry questions asked during the live session.

Featured speakers:

Risto Puhakka

Risto Puhakka

General Manager, Semiconductor Market Analysis

Risto Puhakka has 27 years of semiconductor manufacturing expertise as an analyst, business leader, and business owner.

Boris Metodiev

Boris Metodiev

Director of Semiconductor Manufacturing Analysis

Boris’ expertise provides deep coverage in the semiconductor manufacturing supply chain and market analytics such as forecasts, sales, capacity, equipment, industry structure, market drivers, and pricing.

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