Judas!!
Basically, South Korea doesn't want to join Chip 4 Alliance. Funny thing is this piece of news can't be found on the English section of Yonhap, tricky isn't it.
Koreans have been around the block, seen some shit in their time. They know as soon as Intel and co get their fabs running smooth in mainland US they're going to get that Huawei treatment.I thought the South Koreans would join this chip pack.
They are a small country, who is being bullied. If they joined, and said to the Chinese, "We were being bullied!" China would understand, and the CCP will not target them specifically. However, the rules of the market place, may not be as understanding.
Then the news of SMIC was confirmed to have the ability to fab a 7nm using DUV machines from ASML, a feat that only very few companies can do, kind of made this decision rather easy.
No one knows what this chip pack is suppose to do, when it was first proposed.
Now with the news of SMIC at 7nm out in the open, the purpose of this chip pack seems retarded.
The Americans gave the South Koreans till the end of August to decide to join, which is a nice way of forcing them to join without being too aggressive.
The Americans were giving them space, but expected the South Koreans to make the right decision.
It is not even the end of July, and this seems all over.
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@horse bro here is my thinking, they had a hard time competing against TSMC, 5nm and 3nm is a niche market and we see Samsung 5nm Exynos are having yield problems and have to manipulate the result to look good. Now that the US is restricting TSMC sales to Huawei and other Chinese tech company that's a potential large customers. You know what I mean, 14nm and above will be commoditized by SMIC and other Chinese FAB so why not jump on the opportunity...lol we are surely living in interesting times.I thought the South Koreans would join this chip pack.
They are a small country, who is being bullied. If they joined, and said to the Chinese, "We were being bullied!" China would understand, and the CCP will not target them specifically. However, the rules of the market place, may not be as understanding.
Then the news of SMIC was confirmed to have the ability to fab a 7nm using DUV machines from ASML, a feat that only very few companies can do, kind of made this decision rather easy.
No one knows what this chip pack is suppose to do, when it was first proposed.
Now with the news of SMIC at 7nm out in the open, the purpose of this chip pack seems retarded.
The Americans gave the South Koreans till the end of August to decide to join, which is a nice way of forcing them to join without being too aggressive.
The Americans were giving them space, but expected the South Koreans to make the right decision.
It is not even the end of July, and this seems all over.
![]()
The thing is as a friend of mine suggested, China doesn't even need to land a single solider in Taiwan, China just needs to destroy all the semiconductor fabs, the major ports and airports, by just using artilleries (and save the DF21 for the USN), and wait for Taiwan to surrender... if a hot war is to eventuate.Sometimes we're dealing with this:
View attachment 94105
From here:
Yes it's a serious thing, not a joke. This is on page 312 of their report.
No one knows what this chip pack is suppose to do, when it was first proposed.
@horse bro here is my thinking, they had a hard time competing against TSMC, 5nm and 3nm is a niche market and we see Samsung 5nm Exynos are having yield problems and have to manipulate the result to look good. Now that the US is restricting TSMC sales to Huawei and other Chinese tech company that's a potential large customers. You know what I mean, 14nm and above will be commoditized by SMIC and other Chinese FAB so why not jump on the opportunity...lol we are surely living in interesting times.
@jwnz bro don't want to offend you BUT your friend is an oxymoron, why destroy something you owned, your friend is right though IF China sink a carrier or two then we can see the reverberation happening not only Taiwan BUT in whole Pacific. This is a proxy war the only victory is to hurt the puppeteer instead of the puppet.The thing is as a friend of mine suggested, China doesn't even need to land a single solider in Taiwan, China just need to destroy all the semiconductor fabs, the major ports and airports, by just using artilleries (and save the DF21 for the USN), and wait for Taiwan to surrender... if a hot war is to eventuate.