Chinese semiconductor industry

Overbom said:

Banned by tommorow

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Are we taking bets? Price is Right rules!

I say by Friday.

xypher said:

Either way, he looks like a pathetic neckbeard, lol. Imagine being so butthurt that you create 1234567 new alt accounts just to spam cope crap and get banned again.

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There are over 120 Million unemployed, jobless indians without a future. They have plenty of time to make 1,234,567 alt accounts.

This account has been called a troll here but I still find it useful. It posts relevant news.

i think Ebara of Japan is the only company making CMP machines? atleast til now.

dropout003 said:

i think Ebara of Japan is the only company making CMP machines? atleast til now.

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No amat is the largest

dropout003 said:

i think Ebara of Japan is the only company making CMP machines? atleast til now.

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Question:
If you were the CEO of Semiconductor Manufacturing International Corporation (SMIC), and you read this letter and decide that in order to sanction-proof your company you have to de-Americanize your supply chain. Are you playing geopolitics or just doing business?
I personally don't think the CEO of SMIC hate Americans, i think SMIC executives quite like to work with them, but business is business and politics is politics.

citycitycity said:

For whatever reason, China just keeps on endlessly buying American semiconductor and semiconductor machinery (as evidenced by sky high company sales and sky high exports).

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The obvious reason is because business needs to remain as undisrupted as possible until local replacements are ready. For some reason, the US doesn't dare cut these off from China to see what will happen.

citycitycity said:

US sanctions aren't deterring anyone from buying American products or designing out the United States.

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If they don't deter anyone from buying, then they have failed. But they certainly don't deter anyone from designing out the United States, you are correct; they drive Chinese companies to do so.

citycitycity said:

There just isn't a quality replacement, even years after the first totalizing sanctions

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What, all 2 years? LOL Actually, while there are some that are still upcoming, there are many American parts that have already been replaced. For example, here: