Chinese Economics Thread

ansy1968

Brigadier
Registered Member
Anyone have any idea to what extent the russian gas cutoff in europe will benefit China's economy?

I have a feeling european industrial production is going to be quite hard hit due to higher energy prices, and the us is already struggling with production with high inflation, so china/japan/korea may steal some of their market share
@sndef888 bro think of this way, which is faster to deliver by bulk and more secured, a pipeline or a tanker? And strategically a pipeline tie the two country together as both country benefits. That rationale is lacking in EU elites, maybe eating to much Woke hay fried rice is the culprit.
 

4Runner

Junior Member
Registered Member
Whatever Agent number 2 Brandon had done , For the CCP nobody can beat Agent number 1 Trump contribution to the Motherland and he promise to do more in 2025 and beyond....lol

According to the Taiwan government’s website, “Today, Taiwan is one of the biggest investors in China. Between 1991 and the end of May 2021, approved investment in China comprised 44,577 cases totaling US$193.51 billion.”

Taiwanese chip fabricators are helping to build China’s semiconductor industry, a top national priority after the Trump administration restricted US exports of sophisticated chips as well as chip-making equipment and design software to China.

A great many Taiwanese chip fabrication engineers – media estimates range between 10% and 20% of the total – are working on the mainland for enhanced pay building Chinese chip-making facilities.

Mutual dependencies among China, the United States and Taiwan have increased markedly during the past two years. Any disruption of trade relations due to strategic tensions among the three countries would entail significant reductions in output and consumption.

China’s supply chains are the only source of many products in large volume, and a cut in China’s exports to the US would result in critical shortages of essential goods.


Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!

China’s supply chains are only source of many products and any cut in exports to US would cause critical shortages of essential goods
By
Please, Log in or Register to view URLs content!

Please, Log in or Register to view URLs content!
This is one of those lame articles from David P. Goldman. The facts are known for a while. TSMC absolutely don't want to be out of mainland. SMIC was actually founded by Taiwanese, and still has many Taiwanese in high level positions. The number of barriers in China's domestic supply chain of semiconductor is getting down to big two, EUV and glue. And it still takes time for the supply chain to mature even using the 28nm nodes. But the overall eco-system looks a lot better than when Trump started the trade war. My take is that, even though semi industry occupies the top of the manufacturing food chain, China is going to make it in a similar fashion as other high end manufacturing. Starting at low ends, gain experiences, train staff, build supply chain, nurture eco-system, and them climb the ladder one step at a time. China is definitely going to make 28nm and above "白菜价" with Chinese characteristics. And China is at a striking distance to get hold of 14nm. My hunch is that, in 3 to 5 years, I would sincerely hope God bless western manufacturing of anything. Once China masters semi fab at advanced nodes, the game will be truly honestly totally over.
 
Top