i think china quietly Contain this US plansThey never sleep....
"Bringing a couple of thousand engineers to the United States would deny Chinese occupiers the full value of TSMC’s chip factories post-invasion and secure the sufficient talent to lead the herculean national effort to save the U.S. economy by crash-building a TSMC based in the United States."
"The U.S. government can identify Taiwan’s top engineers with unique knowledge gleaned from practical experience that only they have mastered <...> Washington would then engage with Taipei to gather the targeted engineers and quietly fly them to the United States"
"There is historical precedent for this idea. In Operation Paperclip immediately after World War II, the United States and its allies evacuated more than 1,500 scientists and engineers from Germany. German scientists were years ahead of their American and their Soviet counterparts in fields like rocketry, aeronautics, and synthetic fuels."
All these pearls all wisdom (/s) are from "The American Enterprise Institute", one of the many Washington, D.C.–based neocon think tanks.
Chinese semiconductor industry
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Yeah! we got Liang Mong Song with him about 3,000 more.
The neocons live in a bad action movie.They never sleep....
"Bringing a couple of thousand engineers to the United States would deny Chinese occupiers the full value of TSMC’s chip factories post-invasion and secure the sufficient talent to lead the herculean national effort to save the U.S. economy by crash-building a TSMC based in the United States."
"The U.S. government can identify Taiwan’s top engineers with unique knowledge gleaned from practical experience that only they have mastered <...> Washington would then engage with Taipei to gather the targeted engineers and quietly fly them to the United States"
"There is historical precedent for this idea. In Operation Paperclip immediately after World War II, the United States and its allies evacuated more than 1,500 scientists and engineers from Germany. German scientists were years ahead of their American and their Soviet counterparts in fields like rocketry, aeronautics, and synthetic fuels."
All these pearls all wisdom (/s) are from "The American Enterprise Institute", one of the many Washington, D.C.–based neocon think tanks.
- TSMC needs a constant input of special raw materials and equipment, parts and services from abroad just to function, at the moment this damn idiots neocons provoke a shooting war in Taiwan strait, those fabs are gone, will be better off for the Chinese to convert them into malls and you can say goodbye to a lot of the world chip supply and most of the world high end chip supply, the price of electronics will go through the roof for years or decades.
-They can bring whatever quantity of Taiwanese engineers to the U.S., won't make a difference, is a question of culture, is very difficult to replicate the Taiwanese chip model in the West. In China? maybe, in South Korea? maybe, in most of the West? Very very difficult. Most of those engineers are going to do everything else except chip manufacturing. Like I say before any shooting war that this D.C. neocons provoke will have catastrophic repercussions on the chip supply for years and even decades.
This is related to the Chongqing/SMIC news I think. There seems to not be enough capacity in China to keep up with demand for Bosch. So, I think they will end up with JV in China. Bosch may want ST or Infineon to open plants in China, but that will likely face blowback from DC.
More good news for Horizon Robotics. I already posted this in NEV thread, but there is some more golden nuggets here
More good news for Horizon Robotics. I already posted this in NEV thread, but there is some more golden nuggets here
this part is the key
Only when domestic players get involved with chip makers, will the chip makers be. able to fund further development plan and production expansion.
With a total investment of 1.5 billion yuan, the single crystal diamond ultra-wide bandgap semiconductor and 5G composite device projects were signed in Dalian
The two projects signed this time are located in the Economic Development Zone. Among them, the main products of the single crystal diamond ultra-wide bandgap semiconductor and 5G composite device projects include MPCVD equipment, single crystal diamond semiconductor materials, IMC for 5G communication chip bonding, polycrystalline diamond thermal substrates, and cultivated diamonds. The total investment of the project is 1.5 billion yuan. After reaching production, the annual output value is expected to be 1.5 billion yuan, and the annual tax payment will exceed 100 million yuan. The main business scope of the distributed intelligent hydrogen storage and desorption project is: research and development, production and sales of solid-state hydrogen storage materials related technologies and products, design and production of solid-state hydrogen storage systems and hydrogen desorption systems, and batch preparation of solid-state hydrogen storage materials. And equipment research and development, PEM hydrogen production and comprehensive application of carbon nanotubes in hydrogen fuel cells, etc. The first phase of the project is expected to invest 400 million yuan to build a magnesium hydride hydrogen storage material production line, and at the same time establish a hydrogen storage technology application research institute.
The opinions within and attitude felt in this video is not an outlier, but what prevails among the political power elites of the United States and foreign policy establishment vis a vis China. It does not matter whether they are ideologically to the Left or to the Right. It does not seem as though the Chinese business elite have actually sufficiently woken to the pervasive extent of hostility that the political power elites in the United States have with regards to China and they still cling to hopes that profit seeking US business elites will be still able to stay the hand of the anti-Chinas, despite the clear trend of that having become increasingly hostile for at least half a decade or even longer.They never sleep....
"Bringing a couple of thousand engineers to the United States would deny Chinese occupiers the full value of TSMC’s chip factories post-invasion and secure the sufficient talent to lead the herculean national effort to save the U.S. economy by crash-building a TSMC based in the United States."
"The U.S. government can identify Taiwan’s top engineers with unique knowledge gleaned from practical experience that only they have mastered <...> Washington would then engage with Taipei to gather the targeted engineers and quietly fly them to the United States"
"There is historical precedent for this idea. In Operation Paperclip immediately after World War II, the United States and its allies evacuated more than 1,500 scientists and engineers from Germany. German scientists were years ahead of their American and their Soviet counterparts in fields like rocketry, aeronautics, and synthetic fuels."
All these pearls all wisdom (/s) are from "The American Enterprise Institute", one of the many Washington, D.C.–based neocon think tanks.
Nevertheless, China isn't likey to invade Taiwan unless Taiwan declares independence, which likely won't happen. There doubtlessly are those in the United States who hope that will happen soon and will try to instigate it so that their Operation Paper Clip 2.0 is effected very sooner rather than even a minute later. While the expertise of Taiwanese such as Liang Mong Song is definitely most welcome, China is increasingly less and less dependent on their expertise and is churning out engineers, scientists, and researchers in the field of semiconductors, electronics, and semiconductor materials and equipment manufacturing and development in increasing numbers and much applied research and development has succeeded in improving the quality of Chinese products in these areas in such ways that China is able to produce 7 nm IC chips using DUV equipment, China can produce photoresists for the most sophisticated DUV equipment, and China can now produce 28 nm DUV lithography machines itself. Liang Mong Song is a legend and a genius, but he is not the Werner von Braun of IC chip manufacturing and nor is there any person of comparable status in the semiconductor and IC chip industry to Werner von Braun. While many or most American neocons and anti-Chinas that are hell-bent on stopping or at least retarding the improvements of China in the semiconductor, IC chip, and any other tech sectors might believe that the United States is extremely vulnerable without Taiwan and Taiwanese expertise, China is much less so... If they want to, they can offer and guarantee everyone in Taiwan or Taiwanese that they can identify as worthy 5 million dollars a year to go to the United States and run their IC chip industry, China will likely still meet its objectives with regards to IC chips and semiconductors by 2030...
It seems to be that way with regards to any company of any country that is an American ally...
One step at a time. Nvidia chip is likely to always depend on TSMC. Horizon robotics/Cambricon and such are likely to take dual path approach going forward.
Ultimately, SMIC and Huahong need to get their 14nm and below capacity ramped up a lot higher.
LENOVO PLAYS THE LONG GAME, NOT THE WRONG GAME, IN SYSTEMS
It has been nearly four decades since the Chinese Academy of Sciences handed Liu Chuanzhi and Danny Lui $25,000 to help found Legend, originally a maker of TV sets that, in the wake of the success of the IBM PC and the Apple II computer, decided maybe becoming a maker of PCs was a better idea.
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