@olalavn that's just Glenfly, they produce 28nm process GPU
anyhow, this is why I hate using Bloomberg as a source.
Reuters is now reporting basically a deal hasn't even been reached. Japan is still figuring out what type of restrictions to impose. They are doing slowly, because I bet all the business community is telling them to not screw themselves.
Japanese chipmaker to target China despite export restrictions
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This (non-)agreement among the US, Japan and Netherland on the restrictions of SEM sales to China sounds fishy. That they refuse to publish any details of the agreements further raises the doubt on the nature of restrictions. It might be they agreed in principle that both Netherland and Japan will take some actions, yet they could not agree on what those restrictions should be. As a result, they don't have an agreement to announce or it was a bit of embarrassing (for the US) to announce a non-agreement agreement. As usual, the Anglo-Saxon media report/push/sell very hard on their agenda, often prematurely.
We have known ASML's and Dutch government's stands on the issue for quite some time now. Japanese don't loudly speak out their minds, but the actions of their SEM companies in China speak loudly. Japan wanted badly to revive and grow their semiconductor industry. China represents 20-25% of the business of TEL, their biggest SEM company. Without Chinese market, their prospects will become a lot dimmer. The US ban of its SEM companies doing business in China actually lifts the hope of Japanese SEM industry, giving them a very good opportunity to grow and expand.
Japan has been in a long and steady decline industry after industry.
that it will terminate its plan to develop Japan's first domestically manufactured passenger jet, after 15 years' development and $7.6 billion investment, because it simply could not get pass FAA regulations. Japan's automobile industry, the most important of their manufacturing industries, is facing an existential threat from EV and EV makers from other countries. No new, competitive industry of any significance has emerged from Japan over the last few decades. I understand Japan has a long history of hara-kiri and kamikaze, but can we expect Japan at least act in their own economic and national interest this time?
