Chinese Economics Thread

my first post in this thread (by the way, I usually get ignored when post anything China-related LOL), let's see what will happen :) I noticed yesterday morning in Russian Internet ("Russia Is Ready To Look At Chinese Requests Of More Than 50% Share in Russian Oil And Gas Fields" was the headline:
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)
and Reuters ran the story, too:
Russia may accept majority Chinese control of big oil and gas fields
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so I read the newest gazeta.ru analysis
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which doesn't like this development (if there's any interest at all, I could post what they said)
 

AssassinsMace

Lieutenant General
If the US could do that it would have been done long time ago .... it simply can't

The compromise would be reached ... the US would open open Huawei, etc after the source code checked thoroughly ... would be the same for Cisco, etc for China market

Good thinking. By the seventh or eighth day, China will be forced to come of age.

US tech companies warned Obama their sales would get hit especially from China if the NSA didn't curtail its activities. Obama shrugged it off believing China couldn't live without it so there was no other choice. That kind of arrogance is why China can be independent. Just like believing China is the one that shoved first when the US already bans Chinese technology being bought by government entities. How easily that's forgotten. Yeah maybe if the US treated China "equally" like it does Japan and South Korea, China would be lost without the US. Necessity is the mother of invention.
 

tidalwave

Senior Member
Registered Member
Well you can push to the point it becomes a shove in which US will shove back.
Biggest being an embargo on Silicon wafers for CPU etching and limitation on Intel and ARM based technology.
There' no more commercial tech US can effectively block China. Silicon wafers material is pretty common. Limitation of Intel? You got to be kidding. Intel is the one worrying losing its position and keep on investing on China and ask Chinese government to use intel CPU for its supercomputer because the threat of Chinese loongson based Supercomputer. Asking Intel to step away from China would be suicidal. China would have something replace Intel and that would be the end of that. Once out it will have very difficult time to come back.

Util recently, there's this Wassanar Treaty which bans the export of leading edge lithograph machine to country like China. US doesn't want China possess the latest equipment to fab semiconductor. This all changed when US high tech spotted AMEC-Inc, it comes out nowhere and started in Shanghai which makes very advanced Fab equipment and selling in China and Korea. Applied Material quickly wrote to state department and warns about possible lost of market share. State department which controls the export of advanced equipment quickly scratches that Wassanar restriction to China which was established since 1979.

There's no more restriction for US to levy on China commercially. The threat of US tech being replaced is very real in China.
 

SamuraiBlue

Captain
There' no more commercial tech US can effectively block China. Silicon wafers material is pretty common. Limitation of Intel? You got to be kidding. Intel is the one worrying losing its position and keep on investing on China and ask Chinese government to use intel CPU for its supercomputer because the threat of Chinese loongson based Supercomputer. Asking Intel to step away from China would be suicidal. China would have something replace Intel and that would be the end of that. Once out it will have very difficult time to come back.

Hate to say this but Japan holds 60% of world production of Silicon wafers followed by the US and Germany. Loongson is a fabless manufacturer so if fabs are restricted then there will be no chips to sell.
 

broadsword

Brigadier
Samu,

No hate here, but if China had no choice but to source from Infineon, Hitachi or NEC, they would jump in to fill the gap. That is for supply of processors. Why would countries other than America want to restrict fab machines in the context discussed?
 
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SamuraiBlue

Captain
No hate or flaming, just pointing out some fact like you people.

As for Silicon wafers, the purity for IC chips(11n+) and solar panels(6~7n) are completely different making them useless.

As for fabs,
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to 40 nm technology can't really handle present day CPUs.
 
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kroko

Senior Member
In less than 4 months china has cut the interest rate twice:

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China is getting a combination of lower growth, surging debt and deflation. IMO a deflation spiral is the greatest threat to china´s economy.
 

delft

Brigadier
In less than 4 months china has cut the interest rate twice:

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China is getting a combination of lower growth, surging debt and deflation. IMO a deflation spiral is the greatest threat to china´s economy.
But China is still at a reasonable interest rate level, even if under 4% when you include inflation, unlike Western countries with interest rates sometimes lower than 0 %.
 

Jeff Head

General
Registered Member

Cut the useless, ad nausea arguments on both sides.

Antiterror13 and Tidal Wave you are both receiving warnings because you made it personal.

No personal attacks...no useless arguments.

DO NOT RESPOND TO THIS MODERATION
 
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