Hi hullopilllw,
Yup, its a fool errand by the US economic advisers, if they are using Plaza Accord agreement as a template, they will failed, the current issue regarding TIKTOK should be a warning that China will not back down.
News on China's scientific and technological development.
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Yup, its a fool errand by the US economic advisers, if they are using Plaza Accord agreement as a template, they will failed, the current issue regarding TIKTOK should be a warning that China will not back down.
No, the US is not looking for a Plaza Accord like agreement with China. It’s strategy is beyond just containment. It’s seeking to Roll Back Chinese influence and power.
A Plaza Accord agreement with China won’t do.
Hi cbl21,
So it begins, Huawei and SMIC will work together now since both of them are in the same boat. WTAN question, the pressure is off for Huawei to be a FAB player Now that SMIC is sanction?
Why is it a surprise everytime a sanction is announced. We knew this was coming for a while. Tech decoupling is happening. Alibaba, Tencent, DJI, and other critical Chinese tech companies we never even heard about are all on the chopping block.
Hi "Petrolicious88,
Yup, you are correct, its anticlimactic, it doesn't have the same shock value as Huawei ban had.
See what they did in Ukraine, to be able to severe the supply chain of the Russian Armed Forces and hurt the Russian economy.
The USA managed to destroy big part of the industry of Ukraine by the staged coup, and this delayed many Russian military / top level civilian projects by 4-8 years.
They play the same scenario , they try to hurt the military, and the economy/ industry as much as they can.
China and Russia getting too strong military, this is the panic move now from the USA side.
They hope that it will give few years to fix the USA expeditionary forces.
Well, in that case I'm definitely gonna buy the Precept now. Btw, Chinese per-capita exports to the US are about ~$1400 a year, and closer to ~$1,200 a year in Canada (where I'm from). Good thing I can finally neutralize half-assed chinaman boycotters in large numbers in Canada, I can't exactly buy drones, laptops, phones, and cheap norinco guns forever. Would love to stick it to the US oil and gas industry as well, I dont mind having my car get powered through Canadian nuclear fuel or hydro.
This is excellent news considering SMIC was acting like a complete spineless sellout the way they distance themselves from Huawei and Chinese military earlier. Huawei need as many 108 outlaw brotherhoods as possible. Alot of domestic companies actually pitch funds directly to Huawei for development.
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It is very surprising. It is not normal what is happening.
Mainly because the actions from the US government are self-defeating, which is not smart.
Case in point, the forest fires on the America west coast. Since DJI was banned from some US government department, the effectiveness of that department fighting those forest fires were degraded.
This SMIC ban from buying US equipment is really surprising. US semiconductor manufacturers will no longer be dominant in the industry.
The center of the IC industry is in East Asia in the world, and we know which big country is in East Asia.
The US government is barring American semiconductor companies from the biggest market in the world. They may have only barred SMIC, but there is no trust left. You need trust to do business. Who is going to buy American from now on?
You buy American, if you do not want to do business with the Chinese in IC, and China is the biggest market.
The situation is not stable. Only one side will lose here in the long run, which will arrive in 3 year max, IMHO.
Otherwise, the only way the Americans can win here is assume China cannot innovate.
Dong fong hung, tai yang sheng, zhong guo sheng yi ge Mao Zedong!
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A question to any experts (or anyone for that matter) here:
How fast can SMEE rollout their 28-nm lithography machine? Right now, I believe SMIC only has SMEE's 45-nm machine this year (although I may be wrong). This means SMIC can only independently fabricate 25-nm chips with fully-independent Chinese technology.
Also, is SMEE working on another advanced DUV/EUV lithography machine that can allow SMIC to fabricate chips 7-nm and below? How fast can we expect them to roll this out, and how fast can we expect SMIC, using these new machines, to achieve 7-nm and below chips?
How fast can SMEE rollout their 28-nm lithography machine? Right now, I believe SMIC only has SMEE's 45-nm machine this year (although I may be wrong). This means SMIC can only independently fabricate 25-nm chips with fully-independent Chinese technology.
Also, is SMEE working on another advanced DUV/EUV lithography machine that can allow SMIC to fabricate chips 7-nm and below? How fast can we expect them to roll this out, and how fast can we expect SMIC, using these new machines, to achieve 7-nm and below chips?