Chinese semiconductor industry

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gelgoog

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mst said:
“We cannot let China get these chips. Period,” she said at the Reagan National Defense Forum in Simi Valley, California, on Saturday. “We’re going to deny them our most cutting-edge technology.”
Raimondo called out Nvidia Corp., which designed chips specifically for the Chinese market after the US imposed its initial round of curbs in October 2022.
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The US is doing the same mistake they did in the 1960-1980s when they banned selling US machine tools to the Soviet Union. What ended up happening was the Soviet Union started making their own machine tools, and purchasing machine tools from Europe. The result is today the machine tool industry in the US is basically only vestigial.

Things got ridiculous enough at one point, that a Soviet trade delegation was attending an industry fair in the US presenting their own Soviet machine tools, and after the industry fair was over the US customs inspectors didn't allow the Soviet machine to go back to the Soviet Union. Because it was forbidden to export machine tools with those specifications from the US to the Soviet Union. Just ridiculous.

tphuang said:
I do find it interesting here that CXMT doesn't even appear to have any significant market share in TrendForce's Q3 chart for DRAMs. Even if all the remaining share at CXMT, that's still just 1% of total market
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I wouldn't put much stock in those TrendForce numbers. It could be that the sales by CXMT are simply not being reported at all.
I keep seeing CXMT memory in more and more products so they are producing and selling it.
 
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tokenanalyst

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gelgoog said:
The US is doing the same mistake they did in the 1960-1980s when they banned selling US machine tools to the Soviet Union. What ended up happening was the Soviet Union started making their own machine tools, and purchasing machine tools from Europe. The result is today the machine tool industry in the US is basically only vestigial.

Things got ridiculous enough at one point, that a Soviet trade delegation was attending an industry fair in the US presenting their own Soviet machine tools, and after the industry fair was over the US customs inspectors didn't allow the Soviet machine to go back to the Soviet Union. Because it was forbidden to export machine tools with those specifications from the US to the Soviet Union. Just ridiculous.
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Well I knew the Chinese manufacturers had A LOT OF ISSUES with US machine tool companies due export controls, Chinese companies had to wait more than a year to get a machine deliver to their doors while Germans and Japanese tool companies could deliver theirs in a few months. This wasn't in the cold war, this was in 90s in the middle of China industrialization craze so you can imagine the lost of business for US companies, it was after insurmountable losses that US politicians decided to adjust export controls to allow more exports but it was too late, the Germans and the Japanese took over the market.

Dude even today these guys cannot freely export this little CNC machine because export controls.

1701716437563.png

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A thing that you could probably find on Alibaba

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staplez

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tokenanalyst said:
Well I knew the Chinese manufacturers had A LOT OF ISSUES with US machine tool companies due export controls, Chinese companies had to wait more than a year to get a machine deliver to their doors while Germans and Japanese tool companies could deliver theirs in a few months. This wasn't in the cold war, this was in 90s in the middle of China industrialization craze so you can imagine the lost of business for US companies, it was after insurmountable losses that US politicians decided to adjust export controls to allow more exports but it was too late, the Germans and the Japanese took over the market.

Dude even today these guys cannot freely export this little CNC machine because export controls.

View attachment 122243

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A thing that you could probably find on Alibaba

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So I had to look myself and the answer is yes, yes you can.

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And far cheaper than their device as well. So much money lost for no reason. It's not like China won't sell this to any and evveryone.
 
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gelgoog

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One could hope. This deal certainly sounds strange. It is like one subsidiary of Hua Hong is paying another a couple billion to get their 40nm process. So what will HLMC use the couple billion they get on then. Unless HLMC moves up market they will be competed with by the other subsidiary.
 
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