… Imports from China accounted for 79% of the total in 2022, dropping to 40% in 2025. Meanwhile, India moved from 2% of U.S. smartphone imports in 2022 to 39% in 2025. For the first five months of 2026, smartphone imports from India are over twice the value of imports from China. …
… China also depends on imported advanced processors and on electronics supply chains connected to Taiwan. …
… Another important dimension is economic competitiveness. …
… China graduates nearly 1.5 million engineers annually at the bachelor’s level alone — nearly double India’s output. More importantly, that pipeline points inward. Every U.S. export control restriction on advanced semiconductors accelerated China’s investment in indigenous alternatives. …
… Supply chain constraints are a big one. The price of hafnium, for example, increased 10x over the past four years. China controls a dominant share of the supply. …
… The speakers highlighted in this post are just another aspect of why this show is so important. You can register for the conference here . It’s important to note that the I Love DAC program provides free access to Keynotes, SKYTalks, TechTalks and Panels in the DAC Pavilion, and the Exhibitor Forum. …
… Working experience on manufacturing processes and test strategies is important. …
… The most important thing we’re building today isn’t the next chip, it’s making this class of architecture usable. …
… Third, manufacturing efficiency affects cost, supply-chain resilience, and sustainability. …
… Face-to-face time with our customers and the team will be important, but you’ll be welcome to work some days at home if youd like. …