No, no, no, we're long past PR. This is a take-no-prisoners war.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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The NY Times article that actually interviewed the secretary of commerce, quoted her saying “we could essentially shut SMIC down because we prevent them from using our equipment and our software”.
As much as I'd like to believe this, what's the source and how are they sanctioned?
Which country are you from? I am from the NL and a lot of people actually believe the Uyghur genocide here. Though you are right about COVID origins. The lab leak theory is considered a conspiracy theory here that is almost at the same status as flat earth theory.This is my point of view as an European (that has traveled the world _a lot_ including in China)
1) We are definitely under US strong influence, we are not totally independent. The reason for this is historical and is valid also until today as this war in Ukraine shows it really well.
2) The biggest majority of europeans have nothing against China, indeed we respect and admire China for what has been able to achieve to improve the life of his people. To really understand Europe you have to differentiate between newspapers (that are strictly under US control) / politicians (also never against US, otherwise their career ends soon) on one side and European people on the other side. We fully understand this split, and we are also used to this (it's always been like this), so it is something we have learned to live with, but maybe is not so clear for foreigners.
3) Europe is an aggregation of small states, for this reason not only we are not used to negotiate from a position of strength (actually we are used to negotiate from a position of weakness), but we also deeply don't like this approach. We much prefer a win-win approach because we believe in a long term relationships, and this is also my job experience.
4) Nobody (not politically motivated) in Europe blames China for COVID or believes the US propaganda about Uyghurs. Europe did not boycott winter Olympics and we, simple citizens, have been very happy of this (also because at least once in a while we succeed in stopping US pressures, that is rare).
5) I fully understand the point of many people here: as long as Europe is under US influence, it should be treated as an US influenced actor. I also, very unfortunately, have to agree with it.
6) The biggest and by far most important factor that divides us is the different political system. In Europe we have systems with many political parties and with frequent changes at the helm. We strongly believe in the concept of rotating the leadership (Huawei like) but the root reason for this is not because we don't like China, but because when, historically in Europe there have been single parties systems, it always ended in tragedy and war. So we have a very bad experience with that system.
At the level of governments I don't think any developed country would side with China for the current time period. China is still weaker than the USA though it has been doing much better than it for the last 30 years. And all developed countries are winners of the current world order. A new actor with the potential to become more influential than all of them combined must be scary for them. They can't be sure if the resulting new order can be as accomodating to them as the current one, in fact it is almost sure that it won't be. As China becomes more rooted as a developed country with double the economic size of the USA, you will see changes in political orientations. You have already seen it in Asia.
Anyway we are writing off-topic.
Kind of ironic because Taiwanese companies have poaching in mainland China for quite some time. Like what happened to democracy now and the freedom of choosing?
Also if she care so much about the Taiwan semi industry why she is prostituting Taiwan semiconductor industry by letting TSMC making cutting edge fabs all over the world? Because that Arizona fab is going to replace jobs in Taiwan not in mainland China who is making fabs to replace what they import including from Taiwan.
If only her parents name her Tsai Hua Ren...
My guess is that she is referring from future expansion or from receiving services and repair for their current machines.
Ironically what the U.S produce is the easier to replace for China, as you can read in this thread most of the equipment i post here is mostly from Naura, AMEC , ASM and other, they are producing equipment of ever increasing yield, lower price and higher quality, for very advanced nodes 28nm and lower, China SME companies are growing faster than their US counterpart and their equipment is being integrated seamless in their supply chain, with ASML the hardest to replace, but they will be alternatives. but i think China will be able to make 28nm chips completely independent in a few years.
China can already do this.
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