From a WSJ article:Just a reminder , China has huge hurdles and risk to go over but also possible huge rewards.
View attachment 63173
Just ban all exports of rare earths to the US.From a WSJ article:
"
Like virtually all chip makers, SMIC relies on American manufacturing technology to build and test its chips. U.S. firms account for 45% of the global market for chip manufacturing equipment, according to industry group SEMI. For some highly specialized processes, American companies are all but indispensable, according to industry analysts.
“The U.S. still has the stranglehold on the technology that they need,” said Paul Triolo, head of the global technology policy practice at political risk consulting firm Eurasia Group.
. Does it actually mean a fab can't establish a semi line without using at least 1 USA equipment??
Note: on a previous atimes.com it mentions Tokyo Electron has products in 6 out of 10 semi processes, and from your posting above it looks like Chinese companies do have products in each of the semi process except the litho machine, right?
The USA economy is liable to collapse first and then that country will crumple to third world status. So stopping China from developing for a few months while China catches up while the USA loses its superpower status, world reserve status and then the USA will be isolated for everyone's safety. Really doesn't sound like the USA knows what they are getting intoJust ban all exports of rare earths to the US.
You are assuming that China can only survive at the mercy of the new possible US president (Joe Biden). If you live on other's mercy, you won't have a life. Never make your plan based on the failure of your enemy, that is not a plan. You make plans to win the battle even if your enemy is focused and united and fight at their full strength.
Huawei confirmed shifts in investment from the us to russia, while at the same time recruiting more russian scientists and increasing their salary, and especially cooperating in cybersecurity and cloud computing
Long term is an excellent strategic move by huawei by utilizing excellent russian talents the total independence from any us equipments can be realized sooner
And the lose of Asian talent is going to be a massive blow to the USA in regards to any recovery they could had if they werent so damn racistRussians are often underrated in their tech talent pool, so investing there can pay big dividends.