News on China's scientific and technological development.

Max Demian said:

Yes there is damage to ASML and others, but given the tiny share Chinese companies have in the Chinese market (~15%), they will manage. SMIC probably accounts for less than 5% of ASML’s revenue. It’s the long term growth that they will miss out on.

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Not really. You're mixing up the semiconductor market share by Chinese companies with the semiconductor equipment market share. China is in the midst of building boom of semiconductor fabs. Its aggregate share of the equipment investment is much higher than the current corresponding semiconductor sales share. It's current share is something like 20+% (from my memory) and is likely to be largest in the world in a few years.

All of these are projected if the US government is not getting in the way, of course. If the US government is going to ban the sales of equipment to all the major Chinese semiconductor companies, the number will tumble. That's why all the equipment companies are very nervous now, and their trade associations, both the US and international, are appealing to the Trump administration.

weig2000 said:

Not really. You're mixing up the semiconductor market share by Chinese companies with the semiconductor equipment market share. China is in the midst of building boom of semiconductor fabs. Its aggregate share of the equipment investment is much higher than the current corresponding semiconductor sales share. It's current share is something like 20+% (from my memory) and is likely to be largest in the world in a few years.

All of these are projected if the US government is not getting in the way, of course. If the US government is going to ban the sales of equipment to all the major Chinese semiconductor companies, the number will tumble. That's why all the equipment companies are very nervous now, and their trade associations, both the US and international, are appealing to the Trump administration.

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Better yet, probably praying that the coronavirus takes him down and if Biden isn’t an option, hope that the same happens to him and in The ensuring chaos keep selling until a new countermeasure comes in to enable them to keep selling. The lose of income in the billions due to an orange haired con man is going to be something that these companies are going to remember a long time before doing business in the USA. If the USA is broke, none of these companies will ever do business in the USA again since really, what will they be paid with, toilet paper? There is never going to be a recovery for the USA, not in this century and certainly not in the next few years where China can make the market independent of the USA so that the USA cannot mess with China again. Any one that says that they can bring manufacturing back to the USA when they have trillions indent can go drink a bottle of bleach

antiterror13 said:

True ..... like Bill Gates said that nobody would need more than 640KB RAM

5G main benefits is not only speed, but also latency, redundancy, IOT and much smarter. Especially Chinese 5G with AESA with longer range

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When I see tangible benefits, I will upgrade. Right now, as a smartphone user I am not excited. Personally, I am more interested in 5G laptops.

Philippines Globe Telecomm will also replace all Huawei equipment. Currently 80% of Globe equipment is Huawei.

You would think the Philippines would have better ways to waste money than replace perfectly functional equipment.
Perhaps some African country can purchase it for a dime.

gelgoog said:

You would think the Philippines would have better ways to waste money than replace perfectly functional equipment.
Perhaps some African country can purchase it for a dime.

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Philippines doesn’t have a choice.

gelgoog said:

You would think the Philippines would have better ways to waste money than replace perfectly functional equipment.
Perhaps some African country can purchase it for a dime.

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Huawei is doing very well with 5G:
.China: 50% Huawei, 30% ZTE, 10% ericsson, Datang 5%..2021-2025 Huawei must build 500k/yr 5g base stations there.

.Cross It out: north-am (500m), India 1.3b,Eu 550m (except maybe Spain, some Germany..), jp+SK = 200m,, total 2.4b ppl
But, still left 7-1.4-2.4 = 3.4b ppl..if Huawei gets +30% of them that's +1b ppl huge

Petrolicious88 said:

Philippines Globe Telecomm will also replace all Huawei equipment. Currently 80% of Globe equipment is Huawei.

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They never said that. This was an alternative study if they did.

Petrolicious88 said:

Philippines doesn’t have a choice.

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Hi Petrolicious88,

They need to improved their lousy service first, this rent seeker company only provide lip service instead of actual service. And they're the one who is obstructing the new entrant DITO TELECOM which partner with CHINA TELECOM on share tower policy for fast installation. So in other words its an oligarch company.

Petrolicious88 said:

Philippines Globe Telecomm will also replace all Huawei equipment. Currently 80% of Globe equipment is Huawei.

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Does someone have a source article on that? This would be strange since Duterte also said he was preferring the chinese vaccine, and for all intents and purposes china will likely just be giving them the vaccine for very low/free prices.