Chinese semiconductor industry

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european_guy

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Marvel is leaving China
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This is a huge change since they had close to 1000 employees in China, including 800 in Shanghai. Imo, all the American semiconductor companies will have to close up shop over the next year in China. After all, how can they survive just on non-Chinese orders? That will be a huge injection of talent to their Chinese competitors.

Life is strange, US forbids US passport holders to work in China, and, thanks also to this rule, thousands of highly trained R&D people suddenly are now free for Chinese companies to take...they even don't have to move to China, they are already there.
 

caudaceus

Senior Member
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The guy said it that he didn't coordinate with his trade counterpart. So if members here are confused why BIS looks like destroying US tool makers revenue, etc. There you have it.
I think the BIS really really optimistic or whatever that China can't do anything. Imagine SecDef said "Yeah I bombed em and no I don't coordinate w/ State Department". Everybody would lose their mind.
 

tokenanalyst

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“This is not about the economic destruction of China... We’re not looking at a decoupling, that’s not where our focus is.” Solely about “national security.” lol
That its, or either he is liar or they gone crazy and they don't know what they doing.

3/ BIS has “top-down guidance to go after national security threats.” Moreover, “we do not balance the impossible feat of complete national security against [US] trade [losses].” For example, “I do not coordinate export controls w/ my trade counterpart in Commerce.”
What? So he has gone rogue?

What about the immediate loses.
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What about companies who do their products in mature nodes
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What about the damage global reputation of U.S. companies in general because a rogue politician?
What about U.S citizens that will no able to work freely globally?

And those are the immediate unintended consequences, the medium and long term consequences like high prices, lowering the bar for the Republican Party, job losses, reputational damage, companies avoiding using American components,hiring their people , lasting damage to the US semi industry and lasting damage to the global semiconductor industry. .
If these lunatics hate Xi Jinping so much for some reason, guess what? They just prove that Xi was right all this time and now market forces are in his favor.
And to make matters worse, this will likely further damage their much-cherished national security because as Chinese factories become more independent they will become black boxes capable of serving anyone anywhere, including other US adversaries. , no restrictions.

I've been telling everyone that these chicken-hawk politicians are national security lunatics since the beginning of this thread, they grew up watching Cold War spy movies and now they want to live in one. Their ideology clouds their reality.

who knows maybe these guys are so smart that our weak brains can't comprehend their grand policies, but I have my doubts.
 
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