TSMC fallen, it's engineers can go mainland. All good.
Chinese semiconductor industry
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My original comment was about US politics on China issue. Go re-read the parent thread.
Also, COVID is already an common enemy of the entire US people and US economy, and yet they couldn't even agree bipartisanship over COVID relief! That's despite majority of Republicans voters supporting the bill, and it still got zero Republican support in the House. That proves that nothing is simple as automatic bipartisanship, not over China or COVID, both are allegedly "enemy of US people".
I believe that they are working hard on developing a complete supply chain of China made Semiconductor Equipment Parts.
China has many manufacturers of all types of general parts like Pumps, Valves etc. as China is the largest Manufacturing country in the world. China is known as the Worlds factory.
The challenge is to get these manufacturers to build quality parts suitable for specialised use in Semiconductor machinery.
It just takes time. European and Japanese parts makers have been supplying to the Semiconductor Industry for much longer and their quality is good.
Russia traditionally very strong at applied physics. Cymer has alot of Russian scientists. If China enlist Russia into EUV alliance it will make bond between the two countries much stronger as underlying technology used in society is shared. Russia also has plan to master the 5nm tech by 2030. The combined effort will increase the chance of success developing EUV. This will prevent Russia from flip-flop it's strategic stance. As of now bond is mainly from anti US. But EUV technology is building block of society. Russia still much more easier to infiltrate the west. It can spy on ASML know how much easier than China possibly could. What Russia and EU lack is technology process. But SMIC has process tech developed from Taiwanese factor. China can license the process tech to Russia.
And Russia can setup it's own EUV fab. It's a win win situation for both. Xi should directly talk to Putin about this EUV alliance
And Russia can setup it's own EUV fab. It's a win win situation for both. Xi should directly talk to Putin about this EUV alliance
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Xiaomi did a great job with their xiaomi stores, which sell all kinds of electronics and home appliances. They are a great Chinese brand name all over the world.
This is exactly the kind of data I was looking for to see how far China is to reduce its chip imports.
This chart, in my view, shows what a massive mistake was this semiconductors war. So China (after finishing 28 nm tech) can in theory grab a maximum of 75 per cent share of all chip revenue. This is so huge it will strangle the western semiconductor companies.
So from this chart, I am guessing that by late 2023 we will see a significant drop in chip imports by China.
Hendrik_2000
Lieutenant General
Korea is still undecided whether to latch on anti China tech embargo
With so many considerations, South Korea has yet to provide a definitive answer to Washington’s unofficial offer to join a coalition with the U.S. and Japan to deal with North Korea and China. Foreign Minister Chung Eui-yong has said that South Korea is seeking an early summit with the U.S. as it aims for a “comprehensive” development of bilateral relations.
The key question is how the government will respond to the Biden administration on the issue of tech transfers to China, said Mathieu Duchatel, head of the Asia program at the Institut Montaigne in Paris, who researches the geopolitical dimension of semiconductors.
Biden’s emerging approach appears to be to build small coalitions depending on the technology involved to update export controls and deny access to Beijing, he said. For South Korea, “especially under the Moon administration and its North [Korea] policy, it’s clear that they won’t be as confrontational on tech.”
South Korea’s best card may be that, as much as it needs to stay in the good graces of both the U.S. and China, they in turn need the irreplaceable skills of its chip industry. That reliance is growing: Samsung makes more than a third of the world’s memory chips and an increasing portion of the advanced logic that’s at the heart of the world’s phones and computers. When you add in Samsung’s local rival SK Hynix, the need for Korean chips only grows.
With so many considerations, South Korea has yet to provide a definitive answer to Washington’s unofficial offer to join a coalition with the U.S. and Japan to deal with North Korea and China. Foreign Minister Chung Eui-yong has said that South Korea is seeking an early summit with the U.S. as it aims for a “comprehensive” development of bilateral relations.
The key question is how the government will respond to the Biden administration on the issue of tech transfers to China, said Mathieu Duchatel, head of the Asia program at the Institut Montaigne in Paris, who researches the geopolitical dimension of semiconductors.
Biden’s emerging approach appears to be to build small coalitions depending on the technology involved to update export controls and deny access to Beijing, he said. For South Korea, “especially under the Moon administration and its North [Korea] policy, it’s clear that they won’t be as confrontational on tech.”
South Korea’s best card may be that, as much as it needs to stay in the good graces of both the U.S. and China, they in turn need the irreplaceable skills of its chip industry. That reliance is growing: Samsung makes more than a third of the world’s memory chips and an increasing portion of the advanced logic that’s at the heart of the world’s phones and computers. When you add in Samsung’s local rival SK Hynix, the need for Korean chips only grows.
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