The end goal is the splintering of the tech supply chain. These restrictions are impossible without support from your allies.
Koreans want Huawei, YMTC, and other Chinese tech companies to succeed?
Chinese semiconductor industry
- Thread starter Hendrik_2000
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I think he is referring to how South Korean EVs got tariffed in the US.
Biden had pledged $6 billion from the United States to the global public health campaign. Yoon said Congress “are idiots” if they don’t pass it.
In your fantasies? Yeah, I guess in your fantasies anything you like can happen. But here in reality it's a different story - they told the US to take a hike because they're too busy making money in China, forcing the US to take these measures unilaterally.
When you imagine China losing, remind yourself that that's only happening inside your head.
See, here's the thing: they do. Holland is dumping scanners into China like it's going out of style. What they're doing is cutting America out of their products so they can sell them in China.
Good we are now agreed. Lets stop talking and start fighting.
There is no shame in defeat, only in not willing to fight to the very last breath for what you believe in.
Splinter what? LIKE WHAT? THE F*CKING MONOPOLY that US semiconductors companies have in the supply chain? Is that what the STOOGES in DC wants? THEY WANT TO GIVE 30%-50% OF THE F*CKING MONOPOLY OF US COMPANIES TO CHINA?
US allies see this illogical reasoning and say this guys are losing their mind.
YEAH YEAH YEAH they want Huawei, Xiaomi and any other chinese companies to succeed because means more market for Korean own chips. They didn't care about YMTC because before the Huawei sanctions becauseTHEIR MARKET SHARE WAS EXPECTED TO REACH JUST 3% IN 2027. They started to worry AFTER the Huawei sanctions of the idea that the US is forcing Chinese companies to buy local chips or that the lost of revenue will affect Huawei ability to buy Korean chips.
This is what I was talking about. Yoon thing was an accident that he didn’t intend to get caught on camera and is irrelevant to the conversation.
China is about to hold a conference. It is very likely that an organization will be set up at this conference to take charge of China's scientific and technological research. The country will lead many key technological research projects, rather than relying only on market enterprises. There will also be various other policies. In today's chaotic world, this conference will definitely have a far-reaching impact. The conference will show the world China's attitude and response! Maybe the re-election of the President is the smallest thing. Pay attention to the General Assembly. The answer may be in the resolution of the Assembly!
It's all about control and extremely Humiliating for the Taiwanese and TSMC. 
So the target isn't China because the vassals are ripe for harvesting...lol
in Beijing
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Published: 9:00pm, 13 Oct, 2022
The Taiwan Semiconductor Manufacturing Co (TSMC) headquarters in Hsinchu, Taiwan, on October 12, 2022. Photo: Bloomberg
, the world’s most advanced chip fabrication company, said it has secured a one-year waiver to import chip-making equipment for mature and advanced nodes to its plant in Nanjing, the capital of China’s eastern Jiangsu province, the company’s executives said on Thursday.
“The one-year US authorisation for tool imports into the Nanjing foundry that TSMC has received covers both the 28nm and 16nm,” Wendell Huang, chief financial officer at TSMC, said during the company’s third-quarter earnings conference call.
After the new restrictions the US issued last week, which are part of a broader effort to slow the advance of China’s semiconductor industry, license requirements for shipping certain chip-making tools to China-based foundries owned by non-mainland entities will be reviewed on a case-by-case basis.
Another key part of Washington’s strategy in curbing China’s chip capabilities is aligning Asian allies that play important roles in the semiconductor supply chain to get them on the same page regarding export controls and other related policies. The so-called Chip 4 alliance seeks to coordinate supply chain policies among Japan, South Korea, Taiwan and the US, but new curbs on access to mainland China risk for chip firms.
In addition to TSMC, South Korean memory chip giant SK Hynix also secured a one-year authorisation to continue its operations in China without additional licensing requirements otherwise required by Washington’s new rules, according to a company statement on Wednesday.
TSMC CEO C.C. Wei said on the same call that the new regulation has “set the control threshold at very high-end specifications, which are primarily used for artificial intelligence or supercomputing applications”. The initial assessment about customer feedback suggested that the impact on TSMC is “manageable”, he added.
“Only very high-end compute chips are restricted,” asset management firm Alliance Bernstein said in a recent research note. “We estimate that amounts to about 0.4 per cent of TSMC’s 2023 revenue or 5 per cent in an unreasonably extreme case.”
So the target isn't China because the vassals are ripe for harvesting...lolin Beijing
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Published: 9:00pm, 13 Oct, 2022
The Taiwan Semiconductor Manufacturing Co (TSMC) headquarters in Hsinchu, Taiwan, on October 12, 2022. Photo: Bloomberg
, the world’s most advanced chip fabrication company, said it has secured a one-year waiver to import chip-making equipment for mature and advanced nodes to its plant in Nanjing, the capital of China’s eastern Jiangsu province, the company’s executives said on Thursday.
“The one-year US authorisation for tool imports into the Nanjing foundry that TSMC has received covers both the 28nm and 16nm,” Wendell Huang, chief financial officer at TSMC, said during the company’s third-quarter earnings conference call.
After the new restrictions the US issued last week, which are part of a broader effort to slow the advance of China’s semiconductor industry, license requirements for shipping certain chip-making tools to China-based foundries owned by non-mainland entities will be reviewed on a case-by-case basis.
The exemption for TSMC allows the Taiwanese chip maker to maintain uninterrupted operations at its plant in Nanjing, but the company’s most advanced chip-making facilities remain at home in Taiwan, the self-ruled island that Beijing regards as Chinese territory.
Another key part of Washington’s strategy in curbing China’s chip capabilities is aligning Asian allies that play important roles in the semiconductor supply chain to get them on the same page regarding export controls and other related policies. The so-called Chip 4 alliance seeks to coordinate supply chain policies among Japan, South Korea, Taiwan and the US, but new curbs on access to mainland China risk for chip firms.
In addition to TSMC, South Korean memory chip giant SK Hynix also secured a one-year authorisation to continue its operations in China without additional licensing requirements otherwise required by Washington’s new rules, according to a company statement on Wednesday.
TSMC CEO C.C. Wei said on the same call that the new regulation has “set the control threshold at very high-end specifications, which are primarily used for artificial intelligence or supercomputing applications”. The initial assessment about customer feedback suggested that the impact on TSMC is “manageable”, he added.
“Only very high-end compute chips are restricted,” asset management firm Alliance Bernstein said in a recent research note. “We estimate that amounts to about 0.4 per cent of TSMC’s 2023 revenue or 5 per cent in an unreasonably extreme case.”
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