Indeed, that's how you play the game, slow and steady and eventually take over the whole store.
The one shot glory/hell bent measures that DJT did were all self destructive.
This thing is won one costumer at a time, margin by margin.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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The one shot glory/hell bent measures that DJT did were all self destructive.
This thing is won one costumer at a time, margin by margin.
True, and you can see this with the smart decision to allow Tesla to enter the Chinese market. It was like throwing an apex predator killing everything in its path and only the strongest would survive. So now the chinese car companies now have to fight for survival
Your lumping all the supply and demand together is bit misleading.
Samsung hynix tsmc fabs production in mainland mostly targeting China while their other fabs outside China supply western market.
It's case by case analysis
Yes SMIC can directly replace TSMC 16nm fab in Nanjing NOW.
Your supply and demand theory is misleading. Once TSMC got replaced, SMIC can use it's 14nm recipe and cranking out the same supply using the taken over fab. It doesn't affect output
Same thing with CMXT and YMTC they can crank same output with taken over Korean facilities. Supply won't get hit. But this one can be done in not too distant future.
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But they also gave Nio a loan so it would survive.
It's more like letting in an apex predator, but also ensure the other creature has a sanctuary up a hill they can run to. If they are too weak and can't get there, they will be devoured.
In the sanctuary, there is an armory and a gym, as well as a fully stocked buffet.
If those fabs are already supplying China, then what would be the point of them changing hands? Subsidizing SMIC while tariffing others would accomplish the same effect, with far less fallout.
Really a far more prudent approach would be to let foreign fabs stay, but skew the odds to give domestic fabs a fighting chance, and no more than that. Don't want them to get complacent and dependent on subsides.
Running Chinese owned technology
SMIC, CMTX, YMTC products already in market they do not relying on subsidies but government investment allows them to expand more.
Notice government nowadays inject capital in exchange for companies shares. Not subsidies
Denying revenues from China to Taiwan and Korea will throttle their expensive EUV industry. They can kiss 3nm goodbye
Cotton proposed Beat China policy.
This is how China can counter strike by making their EUV tech economically unfeasible.
Taiwan and Korea are actually doing the bidding for US by saturating or clogging up China own market.
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If things do not improve for the Americans on this tech war, it is on the verge of collapse.
China cannot be shut out, short term or long term.
The best the Americans can really hope for is the world having two supply chains, one for China, and one for America.
That way, everyone else does not have to choose a side.
Again, if revenue is what matters, then steep tariffs can do everything you propose.
That's why Taiwan and Korea setup fabs in China to avoid tariffs.
Taiwan and Korea had already chosen US side.
They are relying on China revenue to finance their expensive EUV investment.
And US denying EUV to China is Crux of the matter. EUV is their hegemony over China.
You can't see this?? Come on now.
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