An engineer would not need to find footing in the bureaucracy. He just needs to have the political backing of a major political figure to do this. As a macroeconomist I doubt Liu He is the right person for the job. We have gone way past the point macroeconomic measures alone would work when the US is persistently sabotaging the Chinese industry. We need someone who can understand the technical aspects and create the supply chains. At the very least he will need to create an industry association but in the case of China I think it will require more than just that.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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Yeah I agree they should have hired Tidalwave last I heard he wrote to them and also Huawei CEO
/s
Looks like the US Govt is taking on China in the Semiconductor Industry and also planning on destroying its Taiwanese, Japanese and South Korean competitors at the same time. Sounds like Toshiba all over again.
These 3 countries will very soon find out that only China can save them from Bankruptcy.
These 3 countries will very soon find out that only China can save them from Bankruptcy.
The trade war might have spanned most of Trump's tenure, but as I dimly recall the actual negotiations between Liu and Lighthizer started around late 2018. I doubt that a year or so was enough delay for China to transform its huge economy. I believe that Liu was handicapped by Harvard brainwash, and he yielded far more than he needed to. (The proof is that China has been doing very well without Liu's deal.) And I remember being quite relieved when Beijing rejected the deal; it proves that China's government has many checks and balances.
I'm rather concerned that Liu He has been appointed boss of China's semiconductor localization program. But perhaps he won't be able to do much damage, thanks to those checks and balances.
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Like Steve Bannon said, at the end of the day its winner takes all and only one system can win... He told Trump it was 10x more important to kill Huawei than to sign any trade deal...
America still wants to "own the 21st century" to quote Biden, but time will tell if by being too greedy it will ultimately achieve the opposite and backfire
Sir, Tiawan is not a country
I think the true reason for killing Huawei is that the company is owned by its employees and not by an oligarch. Huawei is living proof that a company can be hugely successful -- be one of the world's largest companies, in fact -- without being fully capitalist. As such, a healthy Huawei example is a serious threat, not to US national security, as alleged, but to the oligopoly that is dominant in the US.
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@WTAN Sir I think SK had break ranks, if SMEE or CETC had a matured DUVL or an EUVL, they will buy it and invest a FAB in China, that is the only barrier that holding them back, its all about alternatives and right now its a monopolistic market with the US holding a small critical component hostaging the whole market.
I believe that in the future there will be 2 types of suppliers in many countries.
One supplier will only deal with China and the other supplier will only deal with the USA.
This will also be the case with FABs, where new Korean or Taiwan FABs will be set up using non US Technologies to exclusively deal with China.
There will be a Decoupling resulting in 2 separate supply Chains.
At the end of the day only one system can win in the long run...
This tip of the spear tech decoupling initaited by US is America's laststand... its also a way to hedge bets... if US wins out, it will starve out China technologically and economy/military collapse will follow... if America loses the war it will still have its own independant supply chain and with all the vital tech chains reshored, it has no incentive not to cause massive mayhem in Asia to destabalize all of Eurasia so it alone can retain dominant status...
With the TSMC move the US is emptying out Tiawan, but its larger goal is to empty out Asia as well, including its vassals Japan and Korea... so maybe one day it can destabalize all of Asia not just to cause trouble for China but as artificial demand destruction so in post Peak oil era it can still get relatively cheap resources to sustain its nonnegotiable way of life...
There isnt enough pie to go around... and America is like the dude on the survivor island with the gun premptively killing everyone else so the rations will last longer for mr lastmanstanding
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