Tuesday, December 1, 2020

China Is Losing Its Bet on Chips

China Is Losing Its Bet on Chips

Apple is making its first Mac computers since 2005 without an Intel microprocessor. Instead, the company announced last week, Macs will use Apple’s own M1 processor, fabricated by TSMC, the Taiwan Semiconductor Manufacturing Co. Hey, nothing personal, Intel—by now the whole industry knows you botched your transition to sub-10-nanometer chips and are still behind. But this has implications way beyond computing.

If Intel is a few years behind, China’s lag may be closer to a decade. In conjunction with formulating its 14th Five…

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