Chinese semiconductor industry

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gelgoog

Lieutenant General
Registered Member
Not a lot of money actually. I dont think this will hurt SMIC a lot

Older generation, non-EUV fabs, are much, much cheaper to build. Even older 200mm fabs are even cheaper and cost a tenth of that.
Compare this with cost of 5nm fab which is $20 billion.
If the US wants the government to fund this they will need to dump a lot of capital. I doubt they will long term.

US does not have a large enough market to justify this kind of fab nor does it have enough local manufacturing that uses these kinds of chips.

With regards to TSMC US expansion plans this article seems to be interesting.
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manqiangrexue

Brigadier
2001 to 2010 is US terrorism campaign.
2020 Iran and Russia threatening Ukraine. There's always something. Iran is more capable and more of a challenge than Iraq/Afghanistan ever were.
It's a long time.
Catching up to the US in tech is a tall order.
It's China golden period to develope however it likes.
And it did, but it was only "golden" because China was too weak to be noticed, not for any external reason.
From 1990 to 2000, China has too little resources.
OK
From 2010 to 2020, US refocused back to China
Because it realized that China has grown too strong for comfort.
 

manqiangrexue

Brigadier
Wrong, Bush Jr just about to take on China.
Wrong, demonstrably so on every one of your points. In 2001, China was deemed a smaller threat than random terrorists in Iraq/Afghanistan, so the US went there and China took that time to develop and grow. Now, due to China's growth, China is deemed a greater threat than any other force, even an Iran that is easily more sophisticated and powerful than Iraq and Afghanistan combined. The environment is not much different; China's power is the difference, as I have said and proven many times.
 

Oldschool

Junior Member
Registered Member
Wrong, demonstrably so on every one of your points. In 2001, China was deemed a smaller threat than random terrorists in Iraq/Afghanistan, so the US went there and China took that time to develop and grow. Now, due to China's growth, China is deemed a greater threat than any other force, even an Iran that is easily more sophisticated and powerful than Iraq and Afghanistan combined. The environment is not much different; China's power is the difference, as I have said and proven many times.
Wrong, Current US politicians and think tank believed US miscalculated in 2001. China should be bigger threat.
 
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