Chinese semiconductor industry

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Kazuo Ken

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ansy1968 said:
@Kazuo Ken bro that's my line I had it TM....LOL. Yup and let see who survive the EU or Japan....hehehe the American are smart, if both of them go down the US will pick up the pieces for a song....LOL that is what I call a plan....heheheehe and let see which company will be affected.

1) ASML
2) gigaphoton
3) Nikon
4) Canon
5) Japanese chemical suppliers
6) Japanese material suppliers

so 5 out of six are Japanese , way to go NIHON BANZAI!!!!!!
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US also is stupid
 
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ansy1968

Brigadier
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Kazuo Ken said:
US also is stupid
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@Kazuo Ken No bro, they're clever, why let yourself suffer , spread it around to lessen the pain and then profited from it, it's a classical American move, being a hegemon let your vassal suffer first and later claim the glory...LOL , bro this tech war is not about China its about the American vassal system, there are cracks appearing and the Mafia Don need to put a new leash to strengthen it.
 
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voyager1

Captain
Registered Member
Kazuo Ken said:
If Japan and EU follow US with this new section there is no crack happened between them but if they disobey usa then yes there are cracks somewhere.
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I dont see why EU wouldn't follow the US on this. China is obviously trying to cutoff ASML (in 5 years?) from its market. I think its 60-40 that the EU will follow.

Japan is strange though. China is buying lots of IC stuff from it, and without China its IC industry would suffer. However, Japan is also a vassal state so who knows what they will do..
 
horse

horse

Colonel
Registered Member
Kazuo Ken said:
I think this is going to be the biggest ban or sanction attack China experienced in its history. But I think the sanction is too late to be effective. Stupid moves.
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IIRC ... Ren Zhengfei is on record as saying when ZTE was sanctioned by the Trump administration, at that point forward, they were preparing Huawei for a protracted war.

That kind of makes sense. Huawei probably was building on their chip stockpile from that day forward. Their factories still have production today, while US car companies have no chips, face shortages today.

Also, we read these reports that Chinese companies are buying all these used equipment in IC from the Japanese. They buy them and put them into storage or reserves, to be used later.

What seems to be going on, is history repeating itself. This is China and everyone knows about the Chinese Communist Party, and this is the Long March again, but this time in integrated circuitry.

Hehe.

:p
 
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Nutrient

Junior Member
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Kazuo Ken said:
"As the world’s largest machine tool market, the main business revenue of machine tools reached about $106 billion in 2018, with a year-on-year growth of 8.3% from the previous year. According to data from China Customs, imports valued $16.5 billion, up 8.5%, and exports valued $13.6 billion, up 16.8% from 2017. More than half of all high-end CNC machine tools and accessories were imported from Japan and Germany....

How can you speak with confidence that when china corners the semiconductor sector, all bets are off when they still unable to completely cornered the high-end machine tools market with companies that they currently have???
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China's government is simply not feeling any urgency to take over the advanced CNC market. That would change if Japanese exporters stopped exporting CNC to China.

A similar drama is happening in semiconductors. China's under sanctions strict enough to make it fight back hard. All indications are that the sanctions will get heavier, not lighter, so chances are good that China will be utterly determined to reach the most advanced level in lithography. Japanese exporters to this market in the Middle Kingdom should worry.
 
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