Chinese semiconductor industry

Oldschool said:

I am reading some comments here about if US doing complete decoupling US dollar and US semiconductor companies would suffer. Well, the Anglo thinking is different than Asian thinking. There is no middle way just for coexistence Once they identify an existential threat, it will go about exterminate that threat however long it takes and even if means it going down along the process. It's a price they willing to pay. Bringing down China , US willing to pay whatever price , at least conservative sides.

Read more about Cotton's 80s something pages report, it talks alot on damage controls from complete decoupling.

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Oldschool said:

I am reading some comments here about if US doing complete decoupling US dollar and US semiconductor companies would suffer. Well, the Anglo thinking is different than Asian thinking. There is no middle way just for coexistence Once they identify an existential threat, it will go about exterminate that threat however long it takes and even if means it going down along the process. It's a price they willing to pay. Bringing down China , US willing to pay whatever price , at least conservative sides.

Read more about Cotton's 80s something pages report, it talks alot on damage controls from complete decoupling.

Click to expand...

quantumlight said:

Complete decoupling is 100% gonna to happen, this is the route US decided, be it Biden or Cotton

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localizer said:

The only reason for a complete decoupling would be preparation for war.

EU is disinterested so far...

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Oldschool said:

I am reading some comments here about if US doing complete decoupling US dollar and US semiconductor companies would suffer. Well, the Anglo thinking is different than Asian thinking. There is no middle way just for coexistence Once they identify an existential threat, it will go about exterminate that threat however long it takes and even if means it going down along the process. It's a price they willing to pay. Bringing down China , US willing to pay whatever price , at least conservative sides.

Read more about Cotton's 80s something pages report, it talks alot on damage controls from complete decoupling.

Click to expand...

quantumlight said:

You got it... America realizes its the only way it has a chance to reverse the tidalwave

And to think some here still thinks 300 nukes is enough for China

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Annihilation98 said:

I dont think US will suffer and they dont care actually. They have many allies and US and its allies control almost all semiconductor equipment and market. If decoupling happen, china will lose almost everything at long term. US can block China access to their chips and china cant even find replacement. Huawei is the example and nothing can they do about it.


Huawei is now focus on pig farming because they cant produce phone anymore.

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Imagine this fate will happen to xiaomi, BBK electronic, Lenovo, DJI, electric car, satellite, Haier, TCL etc. China electronic export will collapse for sure

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Oldschool said:

Xiaomi, Oppo, Lenovo yes.

But DJI, electric car, satellite, Haier, TCL no. China can be self sufficient at those area.

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localizer said:

Idk which is better:

- hit Taiwan before decoupling is complete, but conventional and nuclear capabilities are behind.
- hit Taiwan after decoupling is complete with no guarantee of domestic supply chains being complete, but conventional and nuclear gap should be smaller.

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quantumlight said:

China can hit Tiawan tomorrow if it really wanted to, but US would ceaze the moment and get everyone sanction China...

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