Trade War with China

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Icmer

Junior Member
Registered Member
I honestly fear for Xi. China has so many traitors and typical confucian appeasement types around who historically cant wait to send the babarian hordes tons of silver teals and dozens of princesses to make them stop sacking our towns. The patriot-general Yue Fei's story is well known and I hope Xi wont end up like him.

Well Xi is certainly a far cry from Emperor Gaozong of Song (who recalled Yue Fei) in terms of their pacifism.
 

manqiangrexue

Brigadier
Kudlow already said China would make a deal if Not for Xi. Li Keqiang , Lu He are the liberal thinking type.
1. I'm not aware that Kudlow said that. Can you post the source?
2. So what if Kudlow said that? Kudlow says many things that are outright wrong, the most famous is probably his telling everyone in 2008 that the economy is as strong as ever right before the recession. I don't trust anything he says on Chinese politics.
But.. even him is feeling alot of heat and hence the recent phone exchange with Trump.
Heat from whom? What's the source of your claim?
Even he is trying hard to convince Trump not to slap tariff on the remaining goods.
Requires source. I've never heard of a discussion between them where Xi tried to convince Trump of anything. The details of the phone call were not publicly revealed as far as I know. Link a source if you know differently. In the big picture, any discussion on trade is likely related to lowering of barriers like tariffs but if you mean it in that general sense, then it can equally be said that Trump is trying hard to convince Xi to open China's market, etc...
We all assume Xi is willing to stand up and won't give up the bottom line. That remains to be seen.Crossing the finger!
Which brings us back to the question, what is your point? Are you crossing your fingers for appeasement or for hard-lining? Because I've seen you try to rub Chinese articles for appeasement in other people's faces as if that's what you wanted to see and here, I see you seem to want to cross your fingers for Xi staying hard. Then, when asked, you said your point is not important. That's why every time you write, it's incoherent and nobody knows what you're trying to say.
 

advill

Junior Member
China stay on course. Don't be fooled by Trump's impending dinner with President Xi & his so-called deal making. Trump is a hypocrite that cannot be trusted. With Trump as President, the US is not only divided internally but is loosing it's friends rapidly. We have to trade within the Asian region & perhaps with EU and other friendly countries. Let Trump & his yankee cohorts isolate themselves & suffer the consequences. Bullying will never work with China & the Asian people. We will wait for Tuesday's US mid-election results & see whether the Americans are naïve & can be fooled with all the Fear & Lies drummed up by Trump. Hopefully they will "Dump the Trump" - an real embarrassment to the US.
 

Biscuits

Major
Registered Member
China stay on course. Don't be fooled by Trump's impending dinner with President Xi & his so-called deal making. Trump is a hypocrite that cannot be trusted. With Trump as President, the US is not only divided internally but is loosing it's friends rapidly. We have to trade within the Asian region & perhaps with EU and other friendly countries. Let Trump & his yankee cohorts isolate themselves & suffer the consequences. Bullying will never work with China & the Asian people. We will wait for Tuesday's US mid-election results & see whether the Americans are naïve & can be fooled with all the Fear & Lies drummed up by Trump. Hopefully they will "Dump the Trump" - an real embarrassment to the US.

Democrats winning midterms isn’t necessarily good for China. It could mean that more competent “old guard” get shifted to the front who can fight China much more effectively like Obama did.

IMO they did right by not turning down the talks. US might be taking a severe beating but China is also starting to feel the heat. If Beijing’s foreign policy is only based on countering US, the best move might have been refusing talks. But that’s not the case. Letting the trade war drag on hurts China’s competitiveness vis a vis every nation that isn’t US.

If they don’t like what the US offers in the upcoming talks, they can turn them down there.

And China doesn’t want to affect midterms as much as they want to affect general approval rate. Suppose they get their preferred candidates in midterms. That would bolster US regime approval rates (because it looks like they’re doing something) in exchange for some words from politicians who may or may not go back on them anytime. But if China can crush the ruling president’s approval rate, he would have a much harder job keeping his people under control and carrying out decisions.
 

Machism

New Member
Registered Member
It will take 5 years for the outcome of trade war between USA and China and USA and other countries to seen by worldwide people
 

xiabonan

Junior Member
Democrats winning midterms isn’t necessarily good for China. It could mean that more competent “old guard” get shifted to the front who can fight China much more effectively like Obama did.

IMO they did right by not turning down the talks. US might be taking a severe beating but China is also starting to feel the heat. If Beijing’s foreign policy is only based on countering US, the best move might have been refusing talks. But that’s not the case. Letting the trade war drag on hurts China’s competitiveness vis a vis every nation that isn’t US.

If they don’t like what the US offers in the upcoming talks, they can turn them down there.

And China doesn’t want to affect midterms as much as they want to affect general approval rate. Suppose they get their preferred candidates in midterms. That would bolster US regime approval rates (because it looks like they’re doing something) in exchange for some words from politicians who may or may not go back on them anytime. But if China can crush the ruling president’s approval rate, he would have a much harder job keeping his people under control and carrying out decisions.

You are wrong.

US tariffs on Chinese goods DO NOT make Chinese goods less competitive vis a vis every nation that isn't the US. In fact, because of a lower exchange rate, Chinese goods actually became more competitive elsewhere that isn't the US.

On the contrary to your claim, it is actually US goods that are becoming less competitive globally. The logic is simple, because inputs from China are becoming more expensive, US companies have to increase prices of their products to maintain profits, and higher prices make US products both less competitive at home and around the world.

Remember, tariffs is a tax, and it isn't a tax on the other party, it's on you, whoever imposes the tariffs.
 

tidalwave

Senior Member
Registered Member
Holy smoke, Fujian Jinhua DRAM line got completely shut down. Another ZTE! That's why I say China not ready for this trade war. No preparation at all. Jinhua employee ready to quit.
Got screwed over! European and Japan vendors also stay away from them. That's why ASML cannot be trusted if there is formal charge from US government.

That's what's wrong with China. Made in China 2025 slogan blasted out everywhere , alarming US, too much talking. Things need to be done first and cannot be talk about.
Just like lil wisdom man here, too much talking,not enough substance.
This is what's wrong with China.

在美国的出口禁令下,福建晋华原计划年底试产的DRAM计划或已无法实现。台媒《自 由 时报》报道称,由于设备中含有美国原件,欧洲半导体设备艾司摩尔、日本东京威力科创也暂停了对晋华的供应。知情者透露说,一些晋华员工甚至开始为自己寻找离职后的后路。



不仅如此,晋华的生产也已经全面停止,这和中兴此前被断供时的状态如出一辙。《上报》消息说,福建晋华的美国合作方驻厂人员已在出口管制实施的首日就全部撤出,中断所有通讯往来。晋华所有设备、生产运作都已经全面停止,已经下单却未出货的机台全数暂停出货
 
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manqiangrexue

Brigadier
Holy smoke, Fujian Jinhua DRAM line got completely shut down. Another ZTE! That's why I say China not ready for this trade war. No preparation at all. Jinhua employee ready to quit.
Got screwed over! European and Japan vendors also stay away from them. That's why ASML cannot be trusted if there is formal charge from US government.

That's what's wrong with China. Made in China 2025 slogan blasted out everywhere , alarming US, too much talking. Things need to be done first and cannot be talk about.
Just like lil wisdom man here, too much talking,not enough substance.
This is what's wrong with China.

在美国的出口禁令下,福建晋华原计划年底试产的DRAM计划或已无法实现。台媒《自 由 时报》报道称,由于设备中含有美国原件,欧洲半导体设备艾司摩尔、日本东京威力科创也暂停了对晋华的供应。知情者透露说,一些晋华员工甚至开始为自己寻找离职后的后路。



不仅如此,晋华的生产也已经全面停止,这和中兴此前被断供时的状态如出一辙。《上报》消息说,福建晋华的美国合作方驻厂人员已在出口管制实施的首日就全部撤出,中断所有通讯往来。晋华所有设备、生产运作都已经全面停止,已经下单却未出货的机台全数暂停出货
I thought you work in semiconductors? That's pretty funny you accuse other people of talking too much with little substance. Why don't you type less and innovate more? If China's tech sectors aren't ready, they're not ready because of people like you, who post on forums all day criticizing others while contributing nothing to your own field. If you took your own advice, shut up and got to work, maybe China would be at a point of not using US tech anymore. Losers put all the blame on other people; winners take it upon themselves to be the solution.
 

Biscuits

Major
Registered Member
Holy smoke, Fujian Jinhua DRAM line got completely shut down. Another ZTE! That's why I say China not ready for this trade war. No preparation at all. Jinhua employee ready to quit.
Got screwed over! European and Japan vendors also stay away from them. That's why ASML cannot be trusted if there is formal charge from US government.

That's what's wrong with China. Made in China 2025 slogan blasted out everywhere , alarming US, too much talking. Things need to be done first and cannot be talk about.
Just like lil wisdom man here, too much talking,not enough substance.
This is what's wrong with China.

在美国的出口禁令下,福建晋华原计划年底试产的DRAM计划或已无法实现。台媒《自 由 时报》报道称,由于设备中含有美国原件,欧洲半导体设备艾司摩尔、日本东京威力科创也暂停了对晋华的供应。知情者透露说,一些晋华员工甚至开始为自己寻找离职后的后路。



不仅如此,晋华的生产也已经全面停止,这和中兴此前被断供时的状态如出一辙。《上报》消息说,福建晋华的美国合作方驻厂人员已在出口管制实施的首日就全部撤出,中断所有通讯往来。晋华所有设备、生产运作都已经全面停止,已经下单却未出货的机台全数暂停出货

Lol literally what company?

Small companies come and go regardless of trade situation. And if the company buys American chips to undercut our own manufacturers, it’s good riddance. It will give more market share to domestic makers who keep the jobs inside the country.

The premier electronics makers have already shifted most of their stuff away from US and the rest is following suit. Those who don’t want to will suffer the consequences of supporting an unreliable and violent oligarchy.

Stop panicking. China isn’t the country that lost 94% share in an entire sector. The central govt hasn’t even started bailing out sectors yet.

US already asked to negotiate the end of the trade war. I think it’s reasonable for Xi to go over there and hear them out.

If anything the current admin has been far too nice with America. America is using her contractors as leverage against China, but they forget that China makes far more stuff for America than vice versa. A ban on processed minerals and machinery would fuck the entire US tech sector like the food tariffs fucked the US farming sector.

Xi is still trying to salvage a win-win deal and it shows. US has one big advantage over China and it’s that they’ve been going for the throat since the very beginning. It’s a risky gamble for Xi.
 

Hendrik_2000

Lieutenant General
I say trade war bring it on It will energize Chinese private industry to put their weight and Yuan into the semi conuctor industry even if they boycott the chip making equipment . If you have Yuan you can always hire retire Japanese, Taiwan or even American engineer money talk
Now everybody and their brother are investing in Chin making this time around they put their money where their mouth is
China's homegrown chipmakers also face a serious shortage of technicians. Although JHICC's problems began with an effort to headhunt talent from Micron, the company and its compatriots are apparently still trying to lure veterans from European and American players, raising the possibility of further tension with the West.

In September, Xi said China "must stick with the path of self-reliance amid rising unilateralism and protectionism" -- a statement taken as a sign of his desire to build up China's technological muscle and oppose the U.S. But as for increasing China's proportion of homemade chips, a core step in that effort, the seas ahead look rough.

Chinese companies rush to make own chips as trade war bites
Internet giants Baidu and Alibaba plan AI semiconductors
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SHUNSUKE TABETA, Nikkei staff writerNovember 07, 2018 10:04 JST
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Calls for self-reliance in China's semiconductor industry come as the U.S. tightens export controls of high technology. © Reuters
BEIJING -- Chinese high-tech companies are rushing to produce their own semiconductors as rising trade and security tensions with the U.S. increase the risk that supplies from outside may be squeezed.

Internet search engine operator
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, e-commerce giant
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and household electronics maker
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are among those who have moved into chip development as Washington attempts to curb China's growing influence in cutting edge technologies.

"China has relied on imports for high-performance chips, but that can change in the age of artificial intelligence," Baidu CEO Robin Li recently said.


Despite being the world's largest semiconductor market, making up 40% of the global market on a value basis, China sources only 10% of its chips domestically, according to domestic media. China's semiconductor imports totaled $260 billion last year, beating the tally for oil.

President Xi Jinping has called for self-reliance in the industry after the U.S. cracked down on trade with certain high-tech Chinese companies. The leader has set a target of boosting the ratio to 40% domestic production by 2020 and 70% five years later. However Chinese companies could still face obstacles as the U.S. has now begun to crack down on the export of vital chip-making equipment.

Meanwhile, Baidu has unveiled its "Kunlun" chip for artificial intelligence computing that can be used to process large amounts of data, like sounds or images from cloud devices for voice recognition software or automated driving. The chip will feature a 14-nanometer
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process. Details about mass production and shipments have not been revealed.

Alibaba, which has been pouring resources into cloud services, has also entered the semiconductor business. Chairman Jack Ma made the announcement soon after the U.S. Department of Commerce barred suppliers in the country from doing business with Chinese telecommunications equipment maker
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, which was forced to halt smartphone production because it was unable to procure American chips.

"The market of chips is controlled by America... and suddenly they stop selling," said Ma in late April.

Addressing these concerns, Ma recruited talent from U.S. chipmakers like Nvidia to form Pingtouge Semiconductor, an offshoot of Alibaba's chip division. The company plans to begin shipments in 2019 for semiconductors used in AI that analyze large amounts of data.

The chips will first be used in cloud service devices for smart cities that help efficiently manage urban areas. Applications will then be expanded to automated driving and voice recognition.

Gree Electric, meanwhile, invested 1 billion yuan ($145 million at current rates) in August to establish a wholly-owned semiconductor subsidiary to enter the chip development field. The company had conducted research on semiconductors for such uses as air conditioner control panels, but with few results.

But after ZTE's trouble, Gree Chairperson Dong Mingzhu told Chinese Central Television that the company was not afraid to invest 50 billion yuan to secure core technologies and succeed in semiconductor research, setting up the new unit shortly thereafter. The subsidiary will concentrate on chip design, but could also be involved in production.

Konka Group, a maker of home electronics like televisions, also set up a semiconductor division in May, and is considering an acquisition in the industry. The segment aims for sales of 10 billion yuan in five to 10 years.

Huawei Technologies said in October that it would begin mass producing high-performance AI chips. Their processing power will be the fastest in the world, topping rival products from companies like Nvidia, said CEO Eric Xu.

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Semiconductors are divided into memory for information and large-scale integration for processing data. Internet companies like Baidu are developing LSI chips for specific applications. Production will likely be outsourced to specialized contract manufacturers.

The first of those companies, Yangtze Memory Technologies -- also known as Yangtze River Storage Technology or Changjiang Storage -- focuses on cutting-edge, three-dimensional NAND flash memory. Innotron Memory, meanwhile, targets DRAM for mobile devices, while Fujian Jinhua Integrated Circuit Co., or JHICC, focuses on DRAM for home electronics. The companies have invested the equivalent of billions of dollars in their efforts. Once production gets under way in earnest, their presence will put heavy downward pressure on the market.

Players in developed economies have a company grip on manufacturing commodity-grade memory, with companies like South Korea's Samsung and America's Micron Technology, as well as a lead in developing large-scale integrated circuits.
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and its compatriots are strong in contract manufacturing. Chinese internet and home electronics companies have started making the specific kinds of chips they need, a niche area of the overall market.

Xi has proposed two major initiatives to boost local semiconductor production: offering income tax breaks for up to five years for companies that meet or exceed a certain chip production target, and setting up three state-led memory companies.

However, China has not built up manufacturers of chipmaking equipment to supply the trio, so it imports equipment heavily from the West -- a method that faces uncertainty as wary eyes are cast on Chinese high-tech industries from Washington and elsewhere.

The U.S. Department of Justice announced Thursday that a federal grand jury had indicted JHICC on charges of economic espionage for stealing manufacturing secrets from Micron. Before that, Washington had already slapped the company with an export ban preventing it from obtaining U.S.-made equipment, a move seen as severely impeding its efforts to enter mass production.

China's homegrown chipmakers also face a serious shortage of technicians. Although JHICC's problems began with an effort to headhunt talent from Micron, the company and its compatriots are apparently still trying to lure veterans from European and American players, raising the possibility of further tension with the West.

In September, Xi said China "must stick with the path of self-reliance amid rising unilateralism and protectionism" -- a statement taken as a sign of his desire to build up China's technological muscle and oppose the U.S. But as for increasing China's proportion of homemade chips, a core step in that effort, the seas ahead look rough.
 
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