Chinese semiconductor industry
- Thread starter Hendrik_2000
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Skywatcher
Captain
It shouldn't be too much trouble for Samsung/SMIC/TSMC to set up a fab using only Chinese equipment (get the SMEE 28nm lithographic machine, and other equipment from the likes of NAURA and AMEC). Would probably take a while to adjust.
Skywatcher
Captain
TSMC is probably still making those Qualcomm chips anyways.
AssassinsMace
Lieutenant General
So the US is taking their cut by having it go through the US before sold to China.
Hendrik_2000
Lieutenant General
Nope seem like South Korea is not happy with extra territorial rule banning chip sale to china
South Korea is the pivot in the Huawei wars
Restrictions on semiconductor sales to Chinese companies are 'unacceptable' to Seoul
By MAY 29, 2020
Hawei is one of the world's leading network suppliers and is at the forefront of 5G technology. Photo: AFP
South Korea has told Washington that restrictions on semiconductor sales to Huawei and other Chinese companies are “unacceptable,” according to industry sources. Seoul is trying to mediate between Beijing and Washington following the US Commerce Department’s May 18 announcement that sales of computer chips to companies on its “entity list” will require a license if they are produced with US technology, even if they are produced overseas by foreign companies.
After the US temporarily banned exports of high-end smartphone chips to China’s ZTE Corp in Aprl 2018, Huawei began a crash program to design its own chips. The Commerce Department’s new rules are designed to close what it calls a loophole in US export restrictions, the fabrication of Chinese-designed chips in Taiwan.
The extraterritorial assertion of control over third-party sales of products made with US equipment is unprecedented, and has no basis in international law, South Korea has remonstrated with Washington. China bought almost twice as much from South Korea during the last 12 months as the United States. Sixty percent of all Asian trade stays within Asia, due to tight integration of industrial supply chains. The in a May 27 editorial denounced “Washington’s egocentric actions and Beijing bashing,” warning that “a new Cold War and a trade war will deal a severe blow to Korea.”
President Trump bet the farm on the Huawei chip ban, I argued in a . The US present has a monopoly on some key chip-making technology, in part because the R&D cost of challenging US companies is huge compared to the size of the equipment market. If the US uses its advantage to suppress technology elsewhere, China and other countries will put the resources required into breaking the US monopoly. China may not be able to buy chips made with US companies, but Chinese companies can hire anyone they want, and Chinese electrical engineers are conducting most of the research in the field. The US may extract short-term advantages, but at the cost of losing one of its last remaining advantages in high tech.
China may also retaliate against US tech companies, but it is unlikely to take any action until the details of the Commerce Department’s restrictions are clarified.
South Korea is the pivot in the Huawei wars
Restrictions on semiconductor sales to Chinese companies are 'unacceptable' to Seoul
By MAY 29, 2020
Hawei is one of the world's leading network suppliers and is at the forefront of 5G technology. Photo: AFP
South Korea has told Washington that restrictions on semiconductor sales to Huawei and other Chinese companies are “unacceptable,” according to industry sources. Seoul is trying to mediate between Beijing and Washington following the US Commerce Department’s May 18 announcement that sales of computer chips to companies on its “entity list” will require a license if they are produced with US technology, even if they are produced overseas by foreign companies.
After the US temporarily banned exports of high-end smartphone chips to China’s ZTE Corp in Aprl 2018, Huawei began a crash program to design its own chips. The Commerce Department’s new rules are designed to close what it calls a loophole in US export restrictions, the fabrication of Chinese-designed chips in Taiwan.
The extraterritorial assertion of control over third-party sales of products made with US equipment is unprecedented, and has no basis in international law, South Korea has remonstrated with Washington. China bought almost twice as much from South Korea during the last 12 months as the United States. Sixty percent of all Asian trade stays within Asia, due to tight integration of industrial supply chains. The in a May 27 editorial denounced “Washington’s egocentric actions and Beijing bashing,” warning that “a new Cold War and a trade war will deal a severe blow to Korea.”
President Trump bet the farm on the Huawei chip ban, I argued in a . The US present has a monopoly on some key chip-making technology, in part because the R&D cost of challenging US companies is huge compared to the size of the equipment market. If the US uses its advantage to suppress technology elsewhere, China and other countries will put the resources required into breaking the US monopoly. China may not be able to buy chips made with US companies, but Chinese companies can hire anyone they want, and Chinese electrical engineers are conducting most of the research in the field. The US may extract short-term advantages, but at the cost of losing one of its last remaining advantages in high tech.
China may also retaliate against US tech companies, but it is unlikely to take any action until the details of the Commerce Department’s restrictions are clarified.
Skywatcher
Captain
Well, that's one way to put it, yes.
Does this mean that if the Chinese semiconductor sector somehow miraculously managed to develop on their node, their entire equipment market will no longer be open to any US makers anymore ? It is surprising that US will attempt to stem the development of the Chinese market by using such a move that actually show the world how untrustworthy the US gov can be to depend on.
I mean now that US gov HAS DONE IT, all nations will be wary of having any forms of dependency on US.
I mean now that US gov HAS DONE IT, all nations will be wary of having any forms of dependency on US.
superdog
Junior Member
Not that surprising, if you realize this policy mostly hurts Silicon Valley companies and people in IT and academia who are not voting for Trump anyway. The short term gain is great, as it occupies headlines and generates a lot of political credit (bashing China is always politically correct, even the democrats can't speak otherwise). The damages to US industry and reputation will hardly show in the short term. When it does show, Trump's second term would've been over, or at least the presidential election would've been over.
The ones proposing these policies don't believe China can successfully free itself of any dependence on US technology
Skywatcher
Captain
It would have worked 20, 10 (maybe even 5) years ago.
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