Chinese semiconductor industry

Strangelove said:

Even their pharma industry depends on importing Chinese raw chemicals. While their "manufacturing" is nothing more than basic downstream assembly work. They may do relatively basic downstream processes like semicon packaging, anything else will take them decades if lucky.

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Pharma industry depends on:

Chemical industry
Scientific instruments industry
Metallurgy

Which of these are Indian?

Semiconductor packaging, are you sure? Advanced packaging now is moving towards lithography defined contacts, micro solder, 3D packaging with through silicon vias, automated testing, etc. that takes place in cleanrooms. Does India have the capability to do any of that?

horse said:

President Trump was freaked out by TikTok, he went into full fascist mode.

The Chinese were gonna be cooler that him, so President Trump freaked out

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That’s basically Anglo American western mindset in a nutshell; these are ppl who are the failsons of inheritors of colonialism

hashtagpls said:

That’s basically Anglo American western mindset in a nutshell; these are ppl who are the failsons of inheritors of colonialism

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That is not displaying confidence in oneself.

That is weakness. People can smell weakness. The Chinese definitely saw that in the Americans with that TikTok thingy.

TikTok really that powerful? Who knew! LOL!

There was little surprise that that Alaska meeting would blow up over the statement, "A position of strength."

"A position of strength," means we should not smell weakness.

October 1, 2021

horse said:

That is not displaying confidence in oneself.

That is weakness. People can smell weakness. The Chinese definitely saw that in the Americans with that TikTok thingy.

TikTok really that powerful? Who knew! LOL!

There was little surprise that that Alaska meeting would blow up over the statement, "A position of strength."

"A position of strength," means we should not smell weakness.

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Indeed, a man who insists he is the king is no king at all

Smart play by doing this they will not be sanction as Google will backed them up, being vulnerable one need to think out of the box until a solution had been found, and I think that solution is coming in 2023 with a domestic 7nm line producing a Kirin 980 3D chiplet.

from CnTechPost


Honor has resumed cooperation with Google, and its new models in overseas markets will carry Google Mobile Services (GMS), promising to get its overseas business back on track. ...

Topazchen said:

There was a comment I saw on reddit on how the US should have approached the chip ban and its scary because it would have worked. Thank god for the idealogues like Pompeo who were in charge couldn't formulate such a long term policy.

[from Reddit user dene323:]
You also sell [China] one-gen behind cutting edge tech, just good enough for most purposes, making billions to fuel more advanced research, sustaining the tech lead, but whenever they try to push one step forward, you flood them with more mature and discounted next gen to kill their domestic upstart. You also try to bribe their politicians and tech executives to advocate buying foreign ( cheaper / more advanced AND relatively secure / readily available ) instead of "wasting" resources developing self-sufficiency over decades, which greatly stifles their attempt. These have been successful business strategies for western multinationals for decades.

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Dene323's strategy might have worked -- without a trade war. Once Trump started it ("Trade wars are good and easy to win!") there was no way Beijing would let a major part of its economy continue to be dominated by Americans (and therefore vulnerable to attack).

Let's imagine Dene323's scenario, an alternative timeline where the trade war was occurring but the ban on many semiconductors didn't happen. US multinationals would continue to overwhelm China's local chipmakers -- or they would try to do so, using Dene323's strategy. Even in this case, China would have many ways to fight back. For example, subsidies for local producers, combined with tariffs on imported chips; the tariffs would be justified because the US started the tariff battle. I am sure that Beijing would ensure heavy competition between many local chip producers, so the tariffs on imported chips wouldn't make the locals fat and lazy. Therefore, even in Dene323's scenario, China's chipmakers would slowly dominate the local semiconductor market, which would still be 60% of the global semiconductor market. The Americans would still lose.

Nutrient said:

Even in this case, China would have many ways to fight back. For example, subsidies for local producers, combined with tariffs on imported chips

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I forgot to add: Many countries have tried and failed with the strategy of import duties and subsidies for locals. China can do this successfully because it has advantages: an abundance of engineers, and an economy large enough to support many competing local chipmakers.

Nutrient said:

I forgot to add: Many countries have tried and failed with the strategy of import duties and subsidies for locals. China can do this successfully because it has advantages: an abundance of engineers, and an economy large enough to support many competing local chipmakers.

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Because China has a large population. Hence a high economic potential / higher total market size where different chipmakers can each support hundreds of millions of consumers each while in the domestic market.

gadgetcool5 said:

Because China has a large population. Hence a high economic potential / higher total market size where different chipmakers can each support hundreds of millions of consumers each while in the domestic market.

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They should be able to displace either amd or intel.