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Chinese labs are achieving breakthroughs in silicon photonics, materials engineering, and even by revolutionizing the shape of semiconductors themselves. The latest advances include first-ever successful tests of new photon chips, which use light instead of electrons. Several Chinese labs are now moving to the mass production phases of photonic silicon chips, which will result in magnitudes of improvements over traditional silicon. Other laboratories report success by getting rid of silicon altogether. A new technique involving a bismuth compound and a 2-dimensional chip design is 40% faster than the fastest 3-nanometer silicon chips, with a 10% improvement in energy efficiency besides. That technology is also to be mass produced. These developments raise disturbing questions as to the valuations of the companies in our semiconductor industry, worth a combined market cap of nearly $6 trillion. Are they building the next generation of superfast semiconductors? Or will it be China? Closing scene, Fuxian Lake, Yunnan Resources and links: Letter from Congressional Select Subcommittee to Secretary of Commerce re: China’s Photonics Industry https://selectcommitteeontheccp.house... SCMP, Chip war: China claims breakthrough in silicon photonics that could clear technical hurdle https://www.scmp.com/tech/tech-war/ar... China claims silicon photonics breakthrough to overcome major chip hurdle https://interestingengineering.com/in... SCMP, ‘Changing lanes’: China heralds fastest-ever chip technology – without silicon https://www.scmp.com/news/china/scien... Trendforce, China’s First Photonic Chip Pilot Line Launched, Along with Various Pioneering Research Achievements https://www.trendforce.com/news/2024/... Nature, Integrated 2D multi-fin field-effect transistors https://www.nature.com/articles/s4146... American Chemical Society, Nanolayered Bismuth Oxyselenide for Field-Effect Transistors and Photodetectors https://pubs.acs.org/doi/10.1021/acsa... Semiconductors, Top companies by market capitalization https://stockanalysis.com/stocks/indu...