China’s Chip Catch-Up May Take Five Years: Miller
THE SO WHAT
A five-plus-year horizon for China to catch up on advanced chips, constrained by tooling export controls, extends the current bifurcated semiconductor regime rather than resolving it. For operators, that means dual-roadmap planning — one for US/EU/Japan supply chains, one for China-local — is not a short-term hedge but a medium-term requirement.
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