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LiYuan6's profile
Li Yuan
Li Yuan
Li Yuan
Verified account
@LiYuan6

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Li YuanVerified account

@LiYuan6

NYT Asia tech columnist, WSJ alum. 袁莉 Views here are my own. Tips to li.yuan at http://nytimes.com  DM for Signal https://www.nytimes.com/by/li-yuan 

Hong Kong
Joined October 2011

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    Li Yuan‏Verified account @LiYuan6 10 Jun 2018

    Li Yuan Retweeted Paul Triolo

    Yes, when I ask internet people how long China can catch up with the US in semiconductor, they say 5-10 years. For semiconductor experts, it’s consistently at least 20 years & they knew it all along. The biggest change here is what a shock it is to the Chinese society as a whole.https://twitter.com/pstasiatech/status/1005994384838492160 …

    Li Yuan added,

    Paul Triolo @pstAsiatech
    Good piece @LiYuan6 The story is much more complex than a Sputnik moment. China's semiconductor experts have known all this for some time. Changing global supply chains is not easy, but easier in some sectors than others. The key is perspective, compared to 10 years ago...
    Show this thread
    7:22 PM - 10 Jun 2018
    • 19 Retweets
    • 42 Likes
    • Matthias Prinzen Richard Chen a farce alarm - #Organize Arthur Chang Jiayang Fan SJ Paul Triolo A網友 Macario Schettino
    2 replies 19 retweets 42 likes
      1. New conversation
      2. Paul Triolo‏ @pstAsiatech 10 Jun 2018
        Replying to @LiYuan6

        Semiconductors is broad category, and the dependence is different in each sub sector, China will become less dependent in some areas, but faces challenges in commercializing higher end ICs such as CPUs, GPUs, and high-end memory, due to talent and technology gaps tough to fill..

        2 replies 0 retweets 2 likes
      3. Gary Dare‏ @GaryDare 11 Jun 2018
        Replying to @pstAsiatech @LiYuan6

        Chinese firms can start with socket-replacement by domestic sources ... use open standard architectures like Power to replace Intel in PC's and servers, RISC-V to replace ARM in mobile. Be virtually vertical ... not target the global merchant market (that's for a latter phase).

        0 replies 0 retweets 0 likes
      4. End of conversation

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