Chinese semiconductor industry

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Coalescence

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Looks like their influence has been growing fast lately especially in the Republican circles and the hawkish Democrats circles, all this China bashing just feed their narrative.
The Biden administration is more "business friendly" but they don't want to appear "China friendly" so they will be careful no to adopt any China policy that could be used against them, they don't want the republicans to adopt the same tactics they used against Trump with Putin. For some reason the out of touch Democrats think the being tough on China and ignoring the economic issues that plague the average American will help them to win elections. I think they are sadly mistaken.
I wonder if the decision makers in China knows about this, because if that was the case, they should figure out how to combat those group's influence and increase the voices of the neutral ones. It might be getting the thread to off-topic territory, but I have one more question. In what camp is the US military is on?

Taking the narrative that one of the general was assuring the Chinese side during the duration of Trump's presidency, and how they prevented Kelly from triggering a war by visiting Taiwan, I'm getting the impression they are in a neutral camp, what do you think?
 

gelgoog

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Russia's attack on Ukraine has consequences:
Huawei joined the boycott of Russia
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From what I heard Huawei will keep its research labs in Russia operational. They will likely close down consumer facing shops in Russia and stop selling smartphones which would use chips with some amount of US content like Qualcomm chips. Probably will not affect cellphone tower business.

US already carved out exemptions for sales of "Internet" hardware to Russia i.e. so Cisco can have an exemption to continue their sales to Russia. So Huawei can use same loophole to sell backend equipment to Russia.
 

european_guy

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Either way i think Chinese need to accelerate their semi independence efforts, looks like a full American ban is getting closer and closer.

The Joe Biden administration is trying to keep China in check in the global semiconductor industry. The National Security Commission on Artificial Intelligence of the United States recently proposed a policy to ban exports to China of semiconductor manufacturing equipment including DUV equipment for immersion ArF lithography. Under the circumstances, South Korean semiconductor manufacturers in China, including Samsung Electronics and SK Hynix, are expressing concerns because their memory chip plants in China may be affected once the restrictions are actually implemented.

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The National Security Commission on Artificial Intelligence is just one of the many think tanks / commissions / politicians / entities that produce anti-china documents, suggestions, proposals, etc on almost daily basis.

The most serious threat up to today has been at the end of last year when Biden administration, Biden included, had a meeting with US SEMI equipment firms exactly on this point. At that time the firms succeed convincing Biden not to ban immersion DUV equipment....but of course everything can change any day now.

A small problem would be for Biden to force the ban on a Holland manufacturer, i.e ASML, that of course will not want to stop selling in China....but considering today's environment in Europe, I'd consider this just a minor difficulty.
 

european_guy

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US already carved out exemptions for sales of "Internet" hardware to Russia i.e. so Cisco can have an exemption to continue their sales to Russia. So Huawei can use same loophole to sell backend equipment to Russia.

Well, the difference is that CISCO's software has documented backdoors used by US intelligence to spy on them...So from US point of view, CISCO is ok to keep selling in Russia, Huawei is not.
 

tphuang

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Looks like their influence has been growing fast lately especially in the Republican circles and the hawkish Democrats circles, all this China bashing just feed their narrative.
The Biden administration is more "business friendly" but they don't want to appear "China friendly" so they will be careful no to adopt any China policy that could be used against them, they don't want the republicans to adopt the same tactics they used against Trump with Putin. For some reason the out of touch Democrats think the being tough on China and ignoring the economic issues that plague the average American will help them to win elections. I think they are sadly mistaken.

The move would be quite obvious if you think about it from the perspective of natsec type. What have we been hearing from US military in the past year?
- China has caught up/surpassed us in several areas
- China is better than us in EM Warfare
- China is the pacing threat, we need to meet the challenge of China
- China is so great with their radar, they are sending different signals to us every time and lighting us up on their radar
- We might not achieve air superiority around China

So if you are a national security guy sitting somewhere in DC, you are probably scared to death of the possibility that America might not control the full sky. The Air Force is telling you China has these great aircraft radar that are picking up and locking onto F-35s. What do you do? Well of course, restrict the sale of all chips to China. That will stop them.

Of course, none of this is different than what happened over 15 years ago when US senate freaked out because EU was debating on lifting arms embargo against China and inviting China to Galileo program. Of course, their heavy pressure caused EU to back off the former and get resistant about the latter. What happened after? Well, China is now ahead of EU in most arm production areas and announced the Beidou expansion soon after (and now has more satellites in orbit than Galileo).

It's quite laughable that the US politicians keep making the same mistakes over and over again. However, if you live in America, you will know why. We have some of the most stupid and corrupt politicians around that just follow the orders of their lobbyists. Except in this case, I don't think it will take China much time to fully replace what America won't sell them. At this pace, US government is going to cause American businesses to lose all of their industrial advantages and just export energy and farm products.
 

tokenanalyst

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It is more like Taiwan criminalizse anyone tried to recruit Taiwanese tech talents.
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The irony is the United State not China that will probably destroy the Taiwanese semi industry as the U.S. fight to regain semi manufacturing independence from Asia, it will poach a lot of people from Taiwan which the DPP will probably accept. Taiwan will be left with a diminishing costumer base from China that will dwindle with time as China gain semiconductor manufacturing capabilities.

-Hear me now, Quote me later.
 
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