HPC On-Prem HPC and AI Forecast Update

A review of the number of quantum communications (QComm) research papers published over the last five years shows that QComm basic science as well as R&D efforts are centered within China, with the US a distant second and perhaps falling further behind. Most other nations are publishing a steady, but smaller stream of QComm-related publications well behind what China is producing.

Although China represents more than one-third of the global market for semiconductors, the country relies heavily on foreign sources, especially U.S. chipmakers and foundries headquartered in other Asian countries, for a majority of devices critical to Chinese-made products ranging from smartphones to industrial machinery and supercomputers. For the past few decades, China sought to develop an indigenous capability in an effort to reduce its dependence on the foreign supply of components. Its most recent major effort, the “Made-in-China” semiconductor initiative launched in 2015, targeted supplying 40% of China's semiconductor demand with homegrown products by 2020 and 70% by 2025.