Western sanctions have shut off Russia's access to the leading global chip designers and manufacturers. The longer the sanctions last, the more the Russian microelectronics industry will fall behind.
Some good analysis here. Thank you. Coming out of the university in the late 1980's one of my first jobs was with a company that worked to import high technology products & processes from the USSR & EEuro. We had business exchanges with some high-end Soviet chip manufacturers. It soon became clear to us & our Soviet contacts how far off the pace the Soviets were in chip manufacturing. (Fiber optic tech was a different story).
As your report briefly touches on, there is a whole ecosystem behind the public face of chip manufacturing. This report in the FT is sobering analysis for those who want to reshore, or go it alone in chip manufacturing https://on.ft.com/3zCckNA.
Also, software is a crucial part of the efficiency & effectiveness of information technology. However, there is a limit to how much software can overcome hardware deficiency.
Western sanctions on Russian energy are a self-inflicted wound with disturbing global implications - and limited short/medium term impact on Russia. However, western technology sanctions will have a rapid & debilitating impact on Russian domestic development - generally unappreciated by the pre-internet elements of the Kremlin elite.
This is a good summary of the situation but suffers a bit from an overly pro Western wishful thinking perspective. Why is it necessary to describe the Russian intervention in Ukraine as 'unprovoked'? First this is an article about micro chips not whether or not Russia was justified in invading Ukraine. It is a complicated question. Then you say ' both private and state, will no longer be able buy foreign products.' Really? China? India? Turkey? Brazil? Russia will have problems buying from the collective West, that is all. It is a notable feature of this conflict that the US has totally failed to force the whole world into blocking sales to Russia.
As to how long it will all take for Russia to correct its undoubted shortcomings in this sector, you may be right that it will be 'ten years or more...' but I doubt it. Catching up is always easier than pioneering. Remember what happened with nuclear weapons. Russia will be working closely with China. Finally there is the possiblility of a yet unknown, unimagined, technical alternatives being invented to bypass the present near monopoly in Taiwan. Nature abhors a monopoly. The Soviets put the first man into space. Russia has developed hypersonic weapons. There is every reason to think that they will work round this problem one way or another and hopefully the war will be over long before then.
Despite the article being title '“Intel Inside”? In Russia, the Chips are Down', you assert that only TSMC and Samsung are capable of advanced process nodes. It's unclear if you were talking about the 3nm ones or process nodes smaller than 22nm. Anyway, Intel should be in this list as well. Their Intel 4 is equivalent to TSMC's 4nm process node and in 2023, Intel 3 will be equivalent to TSMC's 3nm node
Some good analysis here. Thank you. Coming out of the university in the late 1980's one of my first jobs was with a company that worked to import high technology products & processes from the USSR & EEuro. We had business exchanges with some high-end Soviet chip manufacturers. It soon became clear to us & our Soviet contacts how far off the pace the Soviets were in chip manufacturing. (Fiber optic tech was a different story).
As your report briefly touches on, there is a whole ecosystem behind the public face of chip manufacturing. This report in the FT is sobering analysis for those who want to reshore, or go it alone in chip manufacturing https://on.ft.com/3zCckNA.
Also, software is a crucial part of the efficiency & effectiveness of information technology. However, there is a limit to how much software can overcome hardware deficiency.
Western sanctions on Russian energy are a self-inflicted wound with disturbing global implications - and limited short/medium term impact on Russia. However, western technology sanctions will have a rapid & debilitating impact on Russian domestic development - generally unappreciated by the pre-internet elements of the Kremlin elite.
This is a good summary of the situation but suffers a bit from an overly pro Western wishful thinking perspective. Why is it necessary to describe the Russian intervention in Ukraine as 'unprovoked'? First this is an article about micro chips not whether or not Russia was justified in invading Ukraine. It is a complicated question. Then you say ' both private and state, will no longer be able buy foreign products.' Really? China? India? Turkey? Brazil? Russia will have problems buying from the collective West, that is all. It is a notable feature of this conflict that the US has totally failed to force the whole world into blocking sales to Russia.
As to how long it will all take for Russia to correct its undoubted shortcomings in this sector, you may be right that it will be 'ten years or more...' but I doubt it. Catching up is always easier than pioneering. Remember what happened with nuclear weapons. Russia will be working closely with China. Finally there is the possiblility of a yet unknown, unimagined, technical alternatives being invented to bypass the present near monopoly in Taiwan. Nature abhors a monopoly. The Soviets put the first man into space. Russia has developed hypersonic weapons. There is every reason to think that they will work round this problem one way or another and hopefully the war will be over long before then.
Despite the article being title '“Intel Inside”? In Russia, the Chips are Down', you assert that only TSMC and Samsung are capable of advanced process nodes. It's unclear if you were talking about the 3nm ones or process nodes smaller than 22nm. Anyway, Intel should be in this list as well. Their Intel 4 is equivalent to TSMC's 4nm process node and in 2023, Intel 3 will be equivalent to TSMC's 3nm node