A reappraisal of China's semiconductor strategy

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gelgoog

Lieutenant General
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Like I said here before, the US has done this too late, and in such a clumsy fashion that Chinese companies can recuperate.
These tactics might have worked 2 years ago, but right now China's semiconductor fabrication capacity, and chip design is at a high enough level they can do their own thing. The sanctions are also still not hitting the most critical parts of China's current semiconductor ramp up.

I don't think the tax exemption is a good idea however. It will make Chinese corporate leaders extract profits from these companies instead of investing in R&D like they should do to surpass this crisis.
 
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gelgoog

Lieutenant General
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Right. And this should be done with incentives to do R&D and funds to move production to China. Not tax exemptions on semiconductor companies in general.
The Chinese government should provide incentives to move to a Chinese supply chain, not to extract profits.
 
Xizor

Xizor

Captain
Registered Member
Any information regarding Chinese origin Instruction set architectures ? Are there viable open source/indigenous ISA that can compete with ARM ? Also - I guess this would pick up steam ?
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This was all the way back in 2012. Seems like the CPC was aware of the "implications" of growing foreign IP dependency.
Also, the Sunway TaihuLight supercomputers were using RISC based architecture. Inputs from anyone in the know regarding ISAs etc are welcome.
 
manqiangrexue

manqiangrexue

Brigadier
Xsizor said:
i know. Was trying to make a point. The CPC had intentions for a unified ISA as way back as 2010 or so. Why was it dropped? Was it dropped btw? Haven't heard much about it all these years.
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Why was it dropped? I can only guess. There wasn't a malevolent superpower pushing China to fend for itself?
 
vincent

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
Xsizor said:
i know. Was trying to make a point. The CPC had intentions for a unified ISA as way back as 2010 or so. Why was it dropped? Was it dropped btw? Haven't heard much about it all these years.
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Why "waste" money to re-invent the wheel when one can buy the latest and greatest? That's how a free capitalist market economy should work
Until someone trump you with sanctions....
 
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Anlsvrthng

Captain
Registered Member
vincent said:
Why "waste" money to re-invent the wheel when one can buy the latest and greatest? That's how a free capitalist market economy should work
Until someone trump you with sanctions....
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You willing to reinvent the wheel if that makes profit.

This is how the free market economy works.

If the wheel makes higher profit than the required interest on the capital to reinvent it then - lets go.

The current one is not free market economy, but an economy where all product flow controlled by patents and licenses.


That put the early arrivals ( USA semi companies) in advantageous position to anyone else.
 
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s002wjh

Junior Member
read some news, US is thinking potential ban of DJI and Hikvision, maybe some other company as well

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Shares in Chinese surveillance company Hikvision plunged on Wednesday, following a report that the Trump administration is mulling slapping it with a US export ban.
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The US Department of Homeland Security is concerned that Chinese-made drones and the data they can collect could get into the hands of the Chinese government, according to a
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.
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