Chinese semiconductor industry

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latenlazy

Brigadier
gadgetcool5 said:
Well I agree with you that there is no rational reason for the crackdown. But recently China has been cracking down on any sector of the economy that starts to become successful with little or no reason at all. Regardless of monopolies, and including those that are important for national security and survival, etc. Which is why China's GDP growth has now slowed down massively. By the way, monopolies like google, microsoft and apple all operate in China too yet because they are US tech, China has not cracked down on them. They only crackdown on successful Chinese companies, not US ones. The same is true for the US govt. Which is why I say both governments are in a pact to suppress Chinese success in tech.
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If you think there was no rational reason for the “crackdown” on those sectors then you aren’t following China’s economy in much detail. Those sectors were becoming “successful” in the way Wall Street and the American housing industry were “successful” right before the 2008 Financial Crisis.

The current GDP slowdown is one part zero Covid and one part real estate correction. The real estate correction was a *long* time coming, since that was the part of the economy that was driving debt faster than growth in the economy.

In general we don’t say cancer is good because it’s good at growing. The same is true sometimes for certain kinds of economic activity.
 
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xricxo

Just Hatched
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It seems that one of the outcomes of the CHIPS Act is to grow revenue of Chinese semiconductor equipment manufacturers:

We were shocked when we learned that when ACM Research says “evaluations in process with major U.S. manufacturer,” they mean Intel. The same Intel that is currently begging the United States and European governments for subsidies due to East Asian dominance in the semiconductor industry. We confirmed with multiple sources including directly with ACM Research that Intel is in the process of qualifying an ACMR tool which was made in China for the Intel Oregon campus. The Oregon campus is subsidized by Oregon tax payers, so we wonder how these tax payers would feel if they knew they were helping pay for wafer fabrication equipment from China. Once qualified, it is very possible that Intel could utilize Chips Act government subsidies to import more tools into Oregon, Arizona, and Ohio for volume production despite the existence of Japanese and American alternatives.
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pbd456

Junior Member
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gadgetcool5 said:
Well I agree with you that there is no rational reason for the crackdown. But recently China has been cracking down on any sector of the economy that starts to become successful with little or no reason at all. Regardless of monopolies, and including those that are important for national security and survival, etc. Which is why China's GDP growth has now slowed down massively. By the way, monopolies like google, microsoft and apple all operate in China too yet because they are US tech, China has not cracked down on them. They only crackdown on successful Chinese companies, not US ones. The same is true for the US govt. Which is why I say both governments are in a pact to suppress Chinese success in tech.


The R&D is funded by the State Council, which is stacked with comrades from the Communist Youth League, the opposing faction of Xi Jinping. Similarly the MIIT guy was from the State Council before. So this is Xi putting the hammer down against Li Keqiang's faction. The more that faction loses power (which may be complete after Li steps down) the more Xi will have a free hand to ban Chinese tech.
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do you mean crypto?
do u think this family would be sad if they didnt invest in luna.

anyone with a brain knows that algorithmic stable coin is a fraud.
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xricxo

Just Hatched
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FairAndUnbiased said:
just look at his LinkedIn. he is a very recent graduate from a business school. he is not a subject matter expert and is not qualified to judge highly technical fields like semiconductor. at the least, he has been prone to hype and marketing.

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Thanks for the background on him.

ACM had revenue of 8.46 million RMB in 2020 from the US, so this would fit the snippet I quoted from his article.
 
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lube

Junior Member
Registered Member
xricxo said:
Can you expand on that? Is he an unreliable source?
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He has a track record of being biased and blog spamming.
His recent articles was doomposting about SMIC being ahead of Intel when it's not the case. I'm like 99% certain he was hoping America sanctions Chinese companies harder by spreading the news.

I still remember when he editoralized a news article from 'Taiwanese Engineers arrested' to 'Chinese Engineers arrested' over IP theft.
Accidentally became pro-China.
 
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