Chinese semiconductor industry
- Thread starter Hendrik_2000
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The Americans are already exceptionally capable at creating technology since the 1940s. Their success and lead is only cemented by the fact that they can acquire whatever they want from their allies (and vassals) with barely any notice. They doubly benefit. No amount of copying and espionage for a faster tech rise from China (along with it's own efforts) can come close to that of the US + all vassals.
Technology in Taiwan can be wholesale transported to the US and is being done already. Not only does this show that the US doesn't exactly trust Taiwan to be leak proof (and it's not) but also that it considers a mainland takeover to be a higher risk nowadays.
They can take what they want from Taiwan like they can take what they wanted from Japan in the 80s and 90s. Those places have very little say in the matter. Shit this isn't even a racial/ethnic issue since they have done the exact same to Germany and France in the past. ASML itself depend on American subsystems and supplies too along with tech that the US controls. It was allowed to find success when the US granted it back in the 1990s but that also means it's on a leash and when the master calls, they oblige. It isn't a matter of how they feel about doing business with China. It's a straight yes sir and if any questions are uttered, execs mysteriously become suicidal and the rug is pulled from under the entire operation. Forget about any gravy trains.
China can't and won't be taking back Taiwan with TSMC intact and won't be able to stop the Americans from getting any TSMC tech they don't already have. At best if it wants a quick access to some of TSMC, it would be done openly from hiring key engineers from Taiwan or under cover through espionage with or without cooperation from Taiwan. Forceful reunification would disrupt that if anything.
The US dominates the supply chain here because Netherlands, Germany, Japan, South Korea, and Taiwan are all allies or vassal states that MUST cooperate even if they don't want to. The US just doesn't have the whole thing under its own roof because globalisation and it was more economically sensible to allow these niche players their special fields. It also improved progress rate and productivity. Six nations have more and better overall minds than just one of them working alone.
Meng has clearly stated that the only acceptable outcome is her immediate release, compensation and an apology from the Canadian government.
she’s a humane person; I would have demanded a child and loved one from each of the elite families of Canada to return to China with her as hostages for their continued good behaviour.
They wont. US has no political reason to block trading with EU, what they will do against strong competitor from EU is spying or sabotaging.
Besides US has not much concern competing with EU in business, as EU is under US control/influence and considered as democracy countries.
hmmm.... this is just scare mongering, 90% of the semiconductor ICs manufactured are 28nm or higher, Intel has been more or less stuck at 14nm for years! A smaller width process allows larger and more energy efficient chips which are important for certain segments but not others, the move away from monolithic dies to 'chiplets' allows for more flexibility. I don't think China will be 'sent back to the stone age' if the US succeeds in a blanket ban, every time the US 'decision makers' have tried to restrict China its failed, Obama banned the sale of high-end processors to try and curtail supercomputers, China built one using domestic parts that was an order of magnitude faster. Its only the racists and ideologues that believe Chinese people in China can't do something that Chinese people in Taiwan have already done. End of the day, China should look after its people carve out its own path and not be forced to play the West's reindeer games, otherwise its just going to end up a mess like India, forever, playing power politics while its people stay forever poor.
The people that make the decisions in China are on the whole level headed and rational not caught up trying to grandstand for a 24 hour news cycle. The dual circulation in the new 5 year plan basically makes the likes of Apple and Dell moot, China is now rich enough that its market for personal electronic goods and other consumables is as large if not larger than the Western one (ask H&M!) if the West wants to cripple its economies with inflation and build the next China in Vietnam, let them, China's already building the next China in Africa!
There is no existential threat, China is using the current situation created by the US to basically show them as bigots, sore losers and hypocrites. As long as the Chinese government focuses on creating a better country for its citizens then the results will be there for all to see, the smear campaigns will die as quickly as they sprout up (funny how the western media has STFU about Xinjiang now that they've been exposed!) and ultimately I suspect cold hard economics will win the day over 'national security' just ask the USSR!
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Just small note. It's EDA, not EPA.
The global supply chains soon or later will leave china for cheaper places. Its a matter of time. China will have to learn to live without them. But that doesnt mean that its game over for china. I think that the more the supply chains leave china, the more china will close its markets.
I think that the situation is heading this way.
You're back with your usual nonsense again. Can you at least provide some evidence to back up?
Last time you spewed out this nonsense without any evidence, I stuffed it right back to you with evidence (FDI, investments from Japanese companies despite Japanese government providing funding for Japanese companies to move out etc.). You never learn.
Disagreed.
Mayne the ultra low margin business might move, but you forget that we are entering the 4th Industrial Revolution now.
These business which could have moved 20 years back, are now quickly using automation + 5G to minimise labour costs.
Unfortunately for Africa, (maybe India) and other low-income countries, the China model of cheap manufactoring will not be possible to imitate in order to get richer because ofbthe 4th Industrial Revolution (automation, digitization, 5G etc)
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