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China is estimated to be 2.7 times as exposed to chip shortages as the US

A post citing Eponch AI research says domestic producers covered 23% of China's chip demand in 2022.

1 Source, 1h ago, first seen 1h ago

TLDR

A post citing Eponch AI research says China is 2.7 times as exposed to chip shortages as the US because semiconductors make up 2.7 times as large a share of its purchases. It says $15.2 of every $1,000 spent in China ultimately pays for chips inside purchases, versus $5.7 in the US. The post puts the gap for chips made in Taiwan, South Korea and Japan at 4.7, 4.0 and 3.6 times, respectively.

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Rohan Paul@rohanpaul_aiRT @rohanpaul_ai: Eponch AI research: China is 2.7× as exposed to chip shortages as the US, because semiconductors make up 2.7× as large a…1h
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    Rohan Paul@rohanpaul_aiRT @rohanpaul_ai: Eponch AI research: China is 2.7× as exposed to chip shortages as the US, because semiconductors make up 2.7× as large a…1h
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