The ban on 14nm was in the works way before that 7nm chip was in MSM. It was pretty obvious
Can you list another time you guessed right? Even a broken clock so right twice a day. Just saying, time will tell how this is going to go down.
Chinese semiconductor industry
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Can you list another time you guessed right? Even a broken clock so right twice a day. Just saying, time will tell how this is going to go down.
What truth. Made in China 2025 was started in 2015. 7 years later and the whole West is panicking in front of China's prowess. If they couldn't handle the initial (imo clumsy) start of China's R&D efforts, what hopes do they have to compete with a fully accelerating China consisting of mature R&D institutions and efficient R&D/IP/Tech-transfer mechanisms?
Only in your mind does a single person's removal affects an organisation as bad as you claim. In your previous post where you claimEd that the MIIT "agency was doomed" because a simple minister was removed, I countered your point quite comprehensively but (not) strangely enough I still haven't heard back from you...
Now, here you are again, peddling the same bs. I think we can reasonably conclude that you are arguing in bad faith here
I guessed right that people here would find a reason to discount that time. In other words, that this is a waste of time. I've said what I have to say, and I reiterate my prediction that nothing further will change anyone's mind on this topic. If someone is really curious to hear my views in more detail and actually has an open mind and wants to discuss in good faith (and receive the same in return), my PM's are open, or post in this thread saying so, but people who can only offer snarky stuff or put up goalposts that keep moving, are not contributing to a serious or substantive discussion.
No you didn't. Do you really want to know why? And if I tell you why, would you really approach the topic in good faith?
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but you are wrong. 1 week before that news broke, they have already decided to stop China at 14nm. Now unless, 7 > 14...
Try again.
Big brain moment. What's next? Are you going to predict that China and America are going to have a bad relationship?
Sure. Make the most of what you are forced to do anyways.
It is fairly obvious that this expands the control the US government has over TSMC and any other company that enters the US. Also the design of this makes it hard to unwind should the political winds in Taiwan ever change. I would not be surprised if TSMC's business in China ends up being subject to approval by the US government on a case by case basis.
However it is not obvious how it is going to end; over a ten year period companies come and go and it is not given that TSMC will be the dominant company in Taiwan it is today.
Also the latest Intel earnings shows that there is quite a big hole in US semiconductor production that these subsidies need to cover.
it won't affect China... on the contrary, it will harm their semiconductor chain more... the raw material for making chips China is holding it.... special gas...
Yes. U-Precision received subsidy 300 millions RMB from the government each year. This is just for the double stage wafer component.
Yes, the novelty I see in this law is that US has, for the first time (please correct me if I'm wrong) bounded a grant to support investment in US to the prohibition to invest in an unrelated third country.
I guess this has no legal base under any international trade law.
It is very bad and very dangerous what happened. I agree it means business in China ends up being subject to approval by the US government on a case by case basis.
I am quite appealed at how Taiwan and SK firms apparently accepted it without a glitch. I have the impression this is just a kind of legal/contractual framework to actually have a (totally fabricated) base for approving / rejecting investment in China of a non-US company.
I am not sure on the practical impact of such a rule, probably not a lot because new investment in China by big foreign semiconductor firms is already difficult today and not foreseen in the future (apart from TSMC in Nanjing fab), but from the point of view of the expanding of US long-arm jurisdiction, this is a big news and an important precedent.
A win for US, a loss for the rest of the world.
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