gambit
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The thing with journalists is that they have contacts and their contacts have contacts, and so often the information from disparate sources correlate each other.Exiting doesn't mean increasing investment. It means stopping investment and removing existing investment. Samsung increasing investment is the opposite of exiting.
But recent news suggests manufacturers from the more heavily invested nations – like, Taiwan, South Korea, and Japan – are leaving China in droves, and, although authorities rarely publicly acknowledge an exodus, they are striving to hold on to these foreign direct investments.
What you see as investments are prior planned and in most cases legally obligated.Samsung has not announced which process technologies will be used at its fab near Taylor, Texas, but says it will produce chips for 5G, artificial intelligence (AI), high-performance computing (HPC), and mobile applications, which implies that the fab will gain fairly advanced technologies. In fact, keeping in mind that all of Samsung's nodes thinner than 7 nm rely on extreme ultraviolet (EUV) lithography, it is reasonable to expect the new fab to be EUV capable. As a result, Samsung's customers from the U.S. (such as IBM, Nvidia, and Qualcomm) will be able to produce their chips in the U.S. rather than in South Korea, which might allow their developers to address systems used by the U.S. government.
China can have increased commodity semicon products, but the industry major players are seriously re-thinking China as a place for more advanced products.Many yrs ago, I helped start up that operation.Micron just shut down its Shanghai DRAM operations, and there are plans to completely shut down its China manufacturing operations.