Chinese semiconductor industry

Status
Not open for further replies.
BoraTas

BoraTas

Major
Registered Member
jfcarli said:
It is rare to see such a well balanced article in western media. Anyhow, even if Biden rolls back every sanction and blockade I do not believe China companies will trust relying on American technology anymore. It is independence or death. Nothing less.
Click to expand...
Yes. It will never be like the times before 2016. And the effect wasn't only on China. Even Japan and the EU started their own semiconductor initiatives. They suddenly started planning their future supercomputers with their own chips.
 
A

ansy1968

Brigadier
Registered Member
BoraTas said:
Yes. It will never be like the times before 2016. And the effect wasn't only on China. Even Japan and the EU started their own semiconductor initiatives. They suddenly started planning their future supercomputers with their own chips.
Click to expand...
@BoraTas Sir if that's the case then TSMC should accept the offer of Japan and the EU to open up a FAB in their respective country and region. By 2024 the FAB in Taiwan seems redundant with the opening of the Arizona Fab, the Samsung and Intel FAB. With China by then fully sufficient.
 
krautmeister

krautmeister

Junior Member
Registered Member
ansy1968 said:
@escobar Sir a mea culpa moment, but the author seems convinced the righteousness of their action until the Chinese had found a way out of their predicament...lol. As always of US think tank publication , they think the Chinese can't lived without them. Now the prospect of an independent Chinese IC really scared them hahahaha. I think the optimism in China IC and the recent rebuff on American overtures really bring home the futility of using sanction as a weapon. Now let see if they will implement a total ban, with inflation raging in the world with the approval of the $1 TRILLION infrastructure spending, China will have 5 years to navigate this problem and develop itself until the US recover. Within that time frame all of our aspiration will be achieved. 2025 will be an interesting year and I'm looking forward to it.
Click to expand...
A total chip ban is coming, at least some form of it. This is now the consensus. I think the US State Department is already planning this "total" ban in collusion with the
Please, Log in or Register to view URLs content!
members. My guess is they will pick specific semiconductor categories, even specific chip models, to ban that will do the most harm to China that have the least impact to their own bottom lines. This kind of cost-benefit analysis is an absolute lose-lose situation for all involved with the end goal to destroy China's place in supply chains. What we are seeing in the Western anti-China demonization campaign is preparation for this and all other self-inflicted injuries they will endure that will be conveniently blamed on China and the necessity of it needing to be done to fight the evil, genocidal, China Nazis. This sh*tstorm has become so comical that you would never believe it were reality until you reflect on how depraved and weak Western culture, but especially American culture, has become with its divisive identity politics and associated politically correct groupthink that is the hallmark of a brainwashed, ideologically conformist culture. This above all else is why China will eventually and inevitably prevail.
 
Last edited:
FairAndUnbiased

FairAndUnbiased

Brigadier
Registered Member
krautmeister said:
A total chip ban is coming, at least some form of it. This is now the consensus. I think the US State Department is already planning this "total" ban in collusion with the
Please, Log in or Register to view URLs content!
members. My guess is they will pick specific semiconductor categories, even specific chip models, to ban that will do the most harm to China that have the least impact to their own bottom lines. This kind of cost-benefit analysis is an absolute lose-lose situation for all involved with the end goal to destroy China's place in supply chains. What we are seeing in the Western anti-China demonization campaign is preparation for this and all other self-inflicted injuries they will endure that will be conveniently blamed on China and the necessity of it needing to be done to fight the evil, genocidal, China Nazis. This sh*tstorm has become so comical that you would never believe it were reality until you reflect on how depraved and weak Western culture, but especially American culture, has become with its divisive identity politics and associated politically correct groupthink that is the hallmark of a brainwashed, ideologically conformist culture. This above all else is why China will eventually and inevitably prevail.
Click to expand...
A total chip ban would hand Chinese foundries, IDMs and equipment suppliers a monopoly inside China while themselves cutting off 50% of their market. No new market will replace China as to even use the outputs of the semiconductor sector you need a highly sophisticated fabless and PCB sector which in turn requires a highly sophisticated electronics and software sector. Costs would skyrocket and their newly built zombie fabs would collapse rapidly or go on subsidy life support permanently.

It'd be a stupid move.
 
D

dfrtyhgj

Junior Member
Registered Member
j17wang said:
$55K in China is pretty good compared to $100K in Silicon valley, where housing is insane but not comparable to $100K in another city like US like Dallas, Houston, Chicago... Compared to Silicon valley, Shenzhen is cheaper living, food, entertainment, and travel (i.e. to SEA)
Click to expand...
Silicon Valley starts at 200k now, more like 300k for the hotter area (and that's just starting). Chinese housing is similar in cost to Silicon Valley, so the deal is still not good. China needs to build more houses, especially suburban ones.
 
Status
Not open for further replies.
Top