News on China's scientific and technological development.
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I would argue Trump has helped China realized its shortcoming and its vulnerability. Without Trump, most Chinese elites are still daydreaming about how to copy and admire American exceptionalism. Although I am not going to argue who is better for China since I don't have a preference to begin with.
I don't care about retaliation. I care about the need of retaliation and the best timing of retaliation. Like I said if you truly believed that Biden is a better alternative, then you don't need to argue with me as not helping Trump is the priority if that is your belief.
While also ramping up production of chip making equipment and chip making materials in domestically, with the eventual aim of also having the capability of producing state of the art semiconductor related products of all types domestically, China can pay foreign companies in Japan and Europe to produce chip making equipment and chip making materials to make such equipment and materials from sources thoroughly devoid of US content to supply to Chinese companies like SMIC and Yangtze Memory so as to produce chips for Huawei base stations and mobile phone chips, as well as chips utilized by Xiaomi and Oppo, and other consumer electronics manufacturers, with the implicit threat to the likes Xiaomi and Oppo that they must include significant local content in their domestic sources of chips.
That means even RIGHT THIS VERY MOMENT get SMIC and other Chinese chip making companies equipment and materials from such non US sources.
The solution is not to stop getting stuff from US sources, the key is to reverse engineer/study the equipment and materials.
Why did China want the EUV equipment so bad? Probably because it wanted to study it as the primary objective.
An expert can learn tens of thousands of man hours of research just from an initial look at a system such as an lithography machine.
Why did China want the EUV equipment so bad? Probably because it wanted to study it as the primary objective.
An expert can learn tens of thousands of man hours of research just from an initial look at a system such as an lithography machine.
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Qualcomm would not emerge stronger in China in the short term in such a scenario.
For low-end and medium-end smartphone chips, there are alternatives from Mediatek and Unisoc for example.
For these sorts of chips, Xiao, Oppo and Vivo will phase out Qualcomm because of the risk.
That just leaves a few high-end smartphone chips, but which Mediatek and Unisoc will be gunning for in the future.
TSMC and Samsung can't make those machines. They just bought those machines.
China wanted ASML to deliver the machines so Chinese experts can go over the details of the machine and not have to guess the basics.
It would be better if they delivered then US sanctioned SMIC, then China can disassemble and study in further detail.
I disagree.
Allies may obey American policies, but the trust is completely gone.
The leaders of France and Germany are publicly saying the US cannot be relied upon, and that Europe needs to build itself up and be able to reject US leadership. That will become the default EU position.
And this is irrespective of who occupies the White House in the future.
antiterror13
Brigadier
Espionage is an option .. don't make a mistake ... every country does it, just a matter of whether you have the capability doing it. USA is doing it extensively as they have a huge resources
After Japan cut off chemical and materials supplies to Korea due to the WWII dispute, you still think it is a good idea to rely upon Japan and help Japan to advance its semiconductor industry. In addition, Japan doesn't have the most advanced semiconductor equipment as China has already developed the dual-stage Twinscan. Buying materials and sourcing Japanese equipment are fine but helping Japan, which is very unreliable, is just not possible.
Tokyo Electron (Japan), LAM Research (US), ASML (Netherlands), Applied Materials (US), and KLA-Tencor (US) are top semiconductor equipment and materials suppliers. Basically, China needs to rely upon its own if it was cut off from the US. European and Japan suppliers are only secondary and wouldn't fill the void.