Exactly, the Russian-Ukrainian war affect them directly, there is not ongoing war in Asia that affect Europe, so there is not reason to impose any kind of sanctions to China. In fact could be counterproductive because may prompt China to support Russian efforts with weapons and if that happens you can say goodbye to Ukraine and probably Georgia too. Or could disrupt even more the global economy.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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proelite
Junior Member
I think the most they should do is a small tariff on Apple, Intel, etc general consumer products.
China IMO will never help Russia military efforts, to avoid US admins start salivating at dreaming which marvelous sanctions they can put on China..and have also a good excuse to force the others to do the same.
In case is not clear enough, US is looking for the fight with China, hence Taiwan and everything else. An escalation is in the interest of US because, instead, time is on China side...and they will keep escalating, just don't give them good excuses to do so.
Look at Boeing.
Yes but that was never an officially announced boycott.
Well, I went to their website and looked in the hiring section.
It shows 34 tech positions open and 8 other ones from campus recruitment. Looks like a lot of engineering positions.
there are also hiring here for out of school (senior hires I guess)
It shows 94 tech positions and 26 other ones. Of course, this could all be fake and haven't been updated recently.
But imo, it just makes no sense for them to let go 1/3 of the staff at the moment. There are 2 possibilities here.
1) TSMC seeks clarification from US gov't on what it can produce and get the exact clarification from US gov't and Biren's existing chips can be produced or a nerfed version can be. In this case, no interruption for Biren.
2) TSMC finds out it can produce anything for mainland firms using 7 nm process, so Biren will have to work with SMIC harder.
In both cases, I don't see how Biren can cut head count. They got orders from big firms with a lot of investment. It's only been 3 years since their founding, so it's not a big deal if they happen to need another year to come out with a product that can be produced by SMIC's N+1/N+2 process. As long as they are still getting funding (no reason to suggest otherwise), I don't see how they can stop working on development. In the scenario where TSMC can't produce anything for them, maybe they slow down hiring and/or hire different type of people. After all, a more complete product may push them to recruit more in customer service, software support. A less complete product could push them to hire more hardware engineers and such.
Given that Germany under Scholz have now signaled very publicly that they welcome cooperating with China (after German businesses hit back really hard at the politicians), I don't see how you can get EU wide export restriction to the level that US gov't would want. Scholz was so public about not decoupling from China recently. I don't see how he can reverse course in a month after meeting with Xi.
Also, the fallout from IRA isn't helping the transatlantic relationship. It seems unlikely for Biden admin to roll back on some of the thorny points after they had worked so hard to get it passed through the congress.
Which means, US will probably push harder with Dutch gov't. That is something China should be weary of. Recently, the head of 02 project was clear in establishing China's desire for a continued global supply chain and working with other countries. They haven't done anything so far to hit back at US tech industry or any other countries' tech industry, because they want to still cooperate with everyone. A Dutch gov't that makes a decision to cut ASML off completely from China will be remember in Beijing for a long time. Whereas Washington will probably forget what Dutch gov't did for them a year from now. These are the things that China needs to remind the Dutch gov't. You may not see the consequences of your actions right now, but you will feel them 2 decades from now.
But as I said before, China should work with ASML to fast track their orders, especially the new NXT 2100i just in case.
@tokenanalyst mentioned a list of companies from Germany that supplies important components for ASML. I don't recognize all of them, but I know that Zeiss and Heidelberg are top of their field. I wonder in the near term, if it's a possibility for whoever is developing EUVs in China to integrate components from German companies. Especially as German businesses are building factories in China.
yes, no need to directly retaliate sanctions that probably will only have positive medium/long term effect. But again, China will remember who locks up with America in these sanctions. There will be a day when it strikes back.
Now government and state enterprises are busy replace America software and hardware. This is huge market.
US sanctions on Russia started with the Magnitsky Act way before Russia invaded Ukraine.
Who did Iran invade?
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