supercat
Major
Is that enough for the U.S.? China is building 31 fabs, while the U.S. is building 12 and Taiwan 19.
Is that enough for the U.S.? China is building 31 fabs, while the U.S. is building 12 and Taiwan 19.
@supercat bro despite all the bellicose, everybody is happy, ASML will continue selling its DUV, Intel get its subsidies so is TI, TSMC and Samsung slightly disappoint BUT at least they will be compensated and China will be incentivized even more. So who lose 1) India with excess capacity coming NO respecting FAB will invest there 2) Korea Semi Industries 3) Taiwan Semi industries and the most affected 4) Japan, I mean can't they see the US main target is them, this is the final nail in the coffin, China is an afterthought cause they can't control them.Is that enough for the U.S.? China is building 31 fabs, while the U.S. is building 12 and Taiwan 19.
The resilience is a myth in the West. In China, it's the real deal.
Again can someone give a quick English summary? We know it's there but when is it coming? Was supposed to be last year? Or this year?
@siegecrossbow Sir you beat me to it, I was browsing Pakistan Defense Forum and then saw ChineseTiger1986 post, I'm trying to fact check it before posting and since you posted it then its legit.
Again can someone give a quick English summary? We know it's there but when is it coming? Was supposed to be last year? Or this year?
trace level analysis is very important for semiconductors in general, not just in the fab but for the equipment manufacturing as well. people think 'chemical industry' as petrochemical or pharmaceutical but semiconductor (in general, not any particular fab, although even logic fabs use exotic materials like HfO2 for high k dielectric) uses pretty much every element on the periodic table and uses all sorts of equipment that is very unique and otherwise is only used in R&D labs.A lot of their knowledge could be easily be repurposed to serve the semiconductor industry.
No one listened to the Chinese government on self-reliance before Trump. Now every Chinese company is working on self-reliance. Trump should definitely be given a huge gold medal.I can't say about the United States or Europe or Japan but if there is a country that urgently need to secure its semiconductor supply chain, is China, nobody is going to try to kill Apple or Kuka or Sony, but be damn sure that the Americans politicians will try to kill every single Chinese company that make them feel insecure and don't let me talk if Trump comes to power again.
At first it was a Chinese goverment daydream BUT NOW is not even a "national security" problem anymore, is a survival issue for many Chinese companies, the well being of many people and the overall health of the Chinese economy.