Huawei is growing 10 times bigger thanks to Trump sanctions.
Chinese semiconductor industry
- Thread starter Hendrik_2000
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This is like getting robbed.
Kim is being held up at gun point by Uncle Sam, due to 2nd Amendment considerations.
Kim says, "Here, you can have my cash! Don't shoot!"
Uncle Sam replies, "I don't want your cash, just hand over your credit card for one hour, and I won't buy anything and I'll even return it! Just give it up!"
Kim does not know what to do, and Uncle Same pistol whips Kim to give it up.
The Americans here are saying to the Koreans, is thus. First we have to understand what the Americans are not saying. They are not saying to the Koreans hand over your semiconductor IP.
The Americans are saying to the Koreans is hand over your client lists. Once the CIA has that list, then the military-industrial complex will want to speak to those companies, many in the United States, and compel them to work together for national security reasons.
Asking to hand over the IP is against the rules. Asking for the client lists is not against the rules.
Once the client list is known by CIA, then CIA requests to those US corporations for IP to develop domestic USA semiconductor industry will start in earnest.
Then America poaches a few engineers, there you go, the CIA would have established a full IC supply chain inside America in the shortest time possible.
The Koreans really made a strategy blunder.
The Koreans should have strongly came onto the side of China, that way it leaves no doubts, and China would have made sure they got something.
By trying to stay neutral, the Koreans infuriated Uncle Sam. Was this unexpected or expected? I don't know. We are Chinese here. The Koreans should know the temperament of those Americans better than we would.
The Americans currently now are demanding the Koreans be on their side while simultaneously screwing them over with their IC requests of client lists and technical info.
The Koreans would definitely gotten a better deal if they spoke to the Chinese. They still can, but it is too late for some things, such as memory, that is over, no discussion there can take place. The logic chips? Maybe, some crumbs for the future would be given.
It isn't so bad either way. If South Korea gets punished due to Seoul Spring like what happened with the Soviets during Prague Spring it will decimate the Pacific alliance system outside Japan/Australia and even Japan may waver. It will send shock waves even to the Atlantic.The Koreans really made a strategy blunder.
The Koreans should have strongly came onto the side of China, that way it leaves no doubts, and China would have made sure they got something.
By trying to stay neutral, the Koreans infuriated Uncle Sam. Was this unexpected or expected? I don't know. We are Chinese here. The Koreans should know the temperament of those Americans better than we would.
The Americans currently now are demanding the Koreans be on their side while simultaneously screwing them over with their IC requests of client lists and technical info.
The Koreans would definitely gotten a better deal if they spoke to the Chinese. They still can, but it is too late for some things, such as memory, that is over, no discussion there can take place. The logic chips? Maybe, some crumbs for the future would be given.
What are they actually gonna do to Samsung? They realize that if they ban or persecute Samsung, it just means they have nothing to lose by all-in on China? There's a ton of pent up demand in China right now. South Korea calling this bluff would be the right move.
S.Korea indeed made a blunder.
Staying neutral, China can accept it.
Staying neutral, US cannot accept it.
Remember what Bush said: "You are either with us or against us". Middle ground isn't accepted by the US
AssassinsMace
Lieutenant General
Like I said, they've lost the number one market for chips and now they're going to lose the second largest market. Then you have everyone else also looking to be self-reliant. Taiwan and South Korea will only have themselves as a customer meaning no more money for advanced R&D. Asians slitting their own throats all because their master said so.
Caught up in DUV with ASML? Cutting down ASML's lead in EUV? As if ASML is standing in place. Last time I checked SMIC is still buying ASML's DUV systems as fast as they can get them.
Point out to me China's DUV photolithography equipment that can compete with ASML's top of the line? I know, you can't.
It's better to end your response on a more civilized point. - TUP
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@FairAndUnbiased bro how much harder will the US push? I'm really intrigue on your previous post and it led me to think it will be the catalyst of America decline as the first pillar of US hegemony the $ is wobbling. Surely with the sample of Meng being resolve in Chinese favor, they surely had developed some backbone? Now I think both TW , SK and now JP see the true value of China and in a Multi Polar world.
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