I don't see this causing much overall slowdown in China.
China imports 70% of its semiconductor needs.
If those imports are blocked, then there is no option but to buy whatever chips are produced from Chinese fabs.
News on China's scientific and technological development.
- Thread starter Quickie
- Start date
I don't see this causing much overall slowdown in China.
China imports 70% of its semiconductor needs.
If those imports are blocked, then there is no option but to buy whatever chips are produced from Chinese fabs.
When I mean retaliation, I agree that China has a weak hand with ICs.
Which means it has to be aysmmetric.
People here must know better than me, but i think that china can only do this when they replicated the entire supply chain. In fact IMO, blocking (or at least making it very hard, like car imports) chip imports is the only way to make it worth it. Otherwise, they will only build a very costly enterprise, hardly competitive, that few will want to use.
US is already doing that in the weapon trade. Sanctioning nations that buy Russian weapons. China and Turkey got sanctioned for buying S-400. Indonesia is also threatened. India got a free pass for good reason.
Really? So you and Carl are both well connected I see. Care to share?
There's no need to block chip imports completely.
The Chinese government can mandate the use of Chinese chips, even if they are more expensive or perform worse.
After some time, Chinese chips will be competitive.
Of course, the US also has a say in what chips China can import.
Not something anyone should share here.
Well, then there is no reason to believe that then. Carl is 2/2 on his predictions currently.
Hendrik_2000
Lieutenant General
It is too late to contain China now They might prevent western company to hold IC equipment export to China but they CANNOT prevent people from Taiwan, Korea or Japan from working in China and money talk. China will recruit heavily from those places they already do now. In fact there are thousands of Taiwanese working in China And if anyone know IC it is the Taiwanese.
Beside it is not like 1950's Chinese industrial base, R&D, University are way much better than back then. And China has the financial power and political will to do it
this time it will be do or die situation So they will harness all the financial, and technical power of the whole nations It is just matter of time. And it is not the first time China was subjected to embargo You name it CNC machine, Satellite, Aircraft engine, economy, and every time China overcome it. Previous attempt has been half hearted and does not supported by the private sector since they choose the easy way out of importing and lack of strategic vision Yes now they are in pickle It is their undoing and they have themselves to blame.
So I want to write obituary on China semiconductor YET
Last edited:
More talent can be bought with more money.
Same with experience...
AS for you Hendrik_2000, I believe that China should change the playbook significanty. There needs to be some sort of asymmetrical retaliation on America for these export controls.
The target must be America's ability to dictate how other nations trade with each other.
Will be watching what happens when the US tries to implement the snap back Iran sanctions in 30 days.
US is taking the world on, someone needs to unite the world against the US in response.