A reappraisal of China's semiconductor strategy

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Max Demian

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the CCP has moved China forward further and faster than any other government on the planet in such a short time so I assume that unless proven wrong, these are competent people who know what they are doing.

Yes, but the CCP was also unprecedented in its efficiency to set China's progress back a few decades before the reforms of the Deng era. There is fear not just in the West, but also among the Chinese I've talked with that the Xi clique is undoing many of the reforms that made China's economic miracle possible.
 

Max Demian

Junior Member
Registered Member
I'm sorry, who the hell is "we?" You said you were European.

And I thought you were American? I used "we" since as much as the EU would like to stay out of this, it cannot afford to be an innocent bystander due to its dependence on both the US and China. And if forced to choose sides, it should not come to anyone's surprise that ultimately our allegiance lies with the US.

I really think you should stop trying to convince Chinese people that everybody's all friends and China should become MORE DEPENDENT on others to integrate into the international community. It's... for lack of a better word, insanely stupid.

In case you haven't noticed, China is one of the big three encompassing Russia, China, USA. These 3 countries are not one of the guys; they hold the potential to be the world's most powerful nation, and that is what they fight for. Dependence is sometimes a temporary necessary evil but certainly never a goal.

That's where I disagree. Mutual economic dependence goes a long way in staving off military conflicts. Remove that from the equation, and it suddenly becomes much more palatable to escalate things militarily. I don't see how that could possibly be to China's advantage.
 

ZeEa5KPul

Colonel
Registered Member
well I've been looking at Xinhua in English for four (?) years now, seeing positive-only stuff (as I expected: I lived in a country which had been Communistic until I was 18)
I've noticed that a lot of Eastern Europeans (especially those from countries that have antagonistic historical relationships with Russia) who fled the Soviet Union become pro-Western zealots and hyper anti-communists. It's like they traded one religion for another. I'd like to let you in on something while you're LOLing and "now reading": China isn't communist, at least not in any sense you would understand. Neither were the governments you fled communist, they were just failures.

The Chinese government is the farthest thing possible from being a failure.

I mean for people in the West it's pretty normal to assume Government would screw up (one example: Brexit, LOL!), apparently not for you
I agree, but that's because Western governments are failures. The only reason the West has the power it does in the world is early industrialization. If we consider a hypothetical world where everyone is at the same level of development, the West would be the sub-Saharan Africa of that world.

I'd like to request that members like @Jura and @Brumby not post irrelevant "analysis" from Western business reporters who have the IQ of a gnat and the imagination of a toothbrush in my thread - it's not the "Trade War 2.0" thread. This thread is for discussing China's semiconductor strategy (and tech strategy more generally), specifically the patent invalidation idea I proposed in the OP. I will, however, make a comment on this:
They explain that the real forces behind their return are the worsening business environment in China. The issues include rising labor costs, the burden of paying for rapidly increasing social welfare outlays and environmental taxes.

In other words, their problem is that China is successfully developing and improving its people's standard of living; that's the "worsening business environment".:rolleyes:
I think it's revealing of the profoundly anti-human attitudes of business leaders and those who carry their water. It's appalling that this kind of view is accepted as perfectly normal and passes without comment.

And if forced to choose sides, it should not come to anyone's surprise that ultimately our allegiance lies with the US.
Neither should it come as a surprise to you should China treat the EU's intellectual property rights like toilet paper.
 
@Jura
Oh.So the constant stream of doom and gloom reports regarding china that you enthusiastically post ...
OK let me check

News on China's scientific and technological development. https://www.sinodefenceforum.com/ne...-and-technological-development.t4270/page-482
:

Apr 25, 2019
now I read
Chinese colleges start offering AI major for undergraduates
Xinhua| 2019-04-23 16:27:20
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May 1, 2019
now I read
Chinese scientists develop new catalyst to turn CO2 into clean liquid fuel
Xinhua| 2019-05-01 08:43:06
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***
adding
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May 8, 2019
... and let me put here the link to a competitor:
New $600M supercomputer with mind-blowing speed coming to ORNL
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plus to repost my favorite:
sc.jpg
May 12, 2019
now I read
China's lunar rover travels over 190 meters on moon's far side
Xinhua| 2019-05-11 21:11:22
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Tuesday at 8:09 PM
now noticed the tweet
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·
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China to set up its 7th national
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center in Zhengzhou, C China's Henan. Construction will finish by 2020 and it will have a peak capability of 100 PFLOPS and 100 petabytes (100M gigabytes) of storage. (file pic)
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and
Chinese Economics Thread https://www.sinodefenceforum.com/chinese-economics-thread.t3715/page-1001
:


Wednesday at 9:04 PM
now I read in Facebook
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·
"Chinese farmers grow over 21 million hectares of
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..."
Wednesday at 9:36 PM
hey

if you decided to reopen
Trade War with China
thread tonight, please move there
China’s exporters of Donald Trump wigs and American flags ‘had no idea’ they face higher trade war tariffs
  • A Chinese producer of socks brandishing the face and hair of US President Donald Trump is set to be hit with a new trade war tariff
  • Manufacturers of ‘Trump’ wigs and American national flags also face incoming tariffs, but were not aware of this when contacted
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kinda fun, LOL
Thursday at 8:48 AM
now I read
Economic Watch: China's economy keeps running within reasonable range
Xinhua| 2019-05-15 16:53:32
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Friday at 6:08 PM
now I read
Commentary: Washington's trade bullyism: lies and fallacies
Xinhua| 2019-05-17 11:16:57
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Friday at 6:12 PM
now I read
Economic Watch: China's capital market to stay healthy in the long run
Xinhua| 2019-05-17 19:32:18
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Friday at 8:36 PM
now I read
Trade war could slice 1 per cent off China’s economic growth, top party official says
  • Politburo Standing Committee member Wang Yang reveals ‘worst case scenario’ at forum for Taiwanese businesspeople in Beijing but says dispute will not do any long-term damage
  • Firms should not relocate away from Chinese mainland as it still offers huge development opportunities, he says
Updated: 11:29pm, 17 May, 2019
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Yesterday at 9:50 AM
now noticed the tweet
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·
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China issued 3.6 trillion yuan (about $522.81 billion) of
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in April, bringing the size of outstanding bond market debt to 90.1 trillion yuan, according to a statement by the People's Bank of China.
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I'm intrigued
Xsizor
which of those would be a part of your assertion
"the constant stream of doom and gloom reports regarding china that you enthusiastically post"
?! EDIT now a thought occurred to me: did you perhaps confuse me with Brumby??
LOL and don't quit on me now, it took several minutes to link that stuff

then would be the result of your hatred towards an ideology.
Good to Know. Not particularly hilarious. Warrants pity.
China wouldn't have Huawei if it was "communist" btw. Equating it to the Soviet satellite motherland of yours might not be the first or last of your mistakes. Objectivity helps.
 
Last edited:
... That's probably the reason why the Chinese team decided to end the negotiations.
that's what you say, and here's what I had meant to post in Trade War With China thread before it got closed:
What killed US-China trade talks: A tale of two texts
  • A difference of opinion over detail behind sudden shift from optimism to renewed hostilities
  • Washington prefers to reveal what Beijing would conceal

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Jono

Junior Member
Registered Member
hey guys, breathe easy, keep calm. Don't lose your cool, or the trolls win. You can never win them over to your side.
some members have obvious, others more subtle, bash China agenda, you can always use the ignore button on them.
 

Xizor

Captain
Registered Member
Yes, but the CCP was also unprecedented in its efficiency to set China's progress back a few decades before the reforms of the Deng era. There is fear not just in the West, but also among the Chinese I've talked with that the Xi clique is undoing many of the reforms that made China's economic miracle possible.

The CCP hasn't set the Chinese progress back ever, on its own. CCP under Mao is never equal to CCP under Xi. Mao had unprecedented sway over both the public as well as the party as the founding father. His party support wasn't what made him uber powerful. His public support was. He knew it and his "Giant leap" was crafted perfectly to tap his overwhelming popularity within the masses to extract something meaningful for his nation. Very few dared to question him. Filled with the dream to energize their nation, a set of short sighted steps where taken by the "maoists" that'd ultimately come back to bite them.

Xi doesn't have that sway over the public. He may have the sway over the party BUT he is/was/never will be a Mao. Mao is a product of a different time.
What you are describing here, is quite the usual narrative that get fed to the masses by the media houses tasked with indoctrination - through Opinion columns ,special documentaries and whatnot. What these entities want is their folks to equate Xi Jingping with the likes of Maduro /Ayotolla Ali Khamenni etc. And it seems like they've dona good job too.
 

Xizor

Captain
Registered Member
What is exactly the current state of China's fab equipment R&D.
There was news of a 10nm or 22 nm Lithography machine success. It is not clear to me if the novel lithography equipment that uses Double exposure actually is able to crack into 10 nm domain.
Is it 22nm or 10 nm?
Also, found this. Don't know if it has been posted before.
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This talks about an etching machine developed by AMEC.
The same article introduces with the statement that China's recent breakthrough regarding lithography (not etching) won't be commercially applicable.
" The machine, which realizes a 22nm maximum resolution of single exposure by 365nm wavelength, breaks limits of traditional lithographic resolution caused by light wavelength and traditional line pattern of lens’ numerical aperture. The equipment is worth between $1.45 million and $2.9 million which is less than 2% of EUV. Although the SP lithography machine breakthrough is significant, it can’t replace the current lithography machine because its limitation of special technologies which is not fit for mass production. "
 
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