Chinese Economics Thread


OppositeDay

Junior Member
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Not even close. There is no Singaporean equivalent of TSMC, Samsung or Tokyo Electron, and compared to those countries Singapore produces nothing of value. Singapore is a place for foreign multinationals to park their money and take advantage of a well educated pool of workers. The ultimate goal of every Singaporean is to whore themselves out for a 'prestigious' multinational, not start their own company that puts Singapore on the map.
IMO Singapore is going to be a winner in the semiconductor war. Less of a geopolitical hotspot than Taiwan, and easier to recruit Taiwanese engineers than U.S. or Europe (no risk for anti-Asian racism/more Mandarin friendly/closer to Taiwan for family visits).
 

56860

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IMO Singapore is going to be a winner in the semiconductor war. Less of a geopolitical hotspot than Taiwan, and easier to recruit Taiwanese engineers than U.S. or Europe (no risk for anti-Asian racism/more Mandarin friendly/closer to Taiwan for family visits).
Singapore will be a winner in the sense that it is increasingly being seen as a safe spot for FDI. And that's all it's ever going to be. A place for Intel, TSMC, Micron, and so on to park their assets. Singapore will never have its own Intel, TSMC or Micron.
 

henrik

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Singapore will be a winner in the sense that it is increasingly being seen as a safe spot for FDI. And that's all it's ever going to be. A place for Intel, TSMC, Micron, and so on to park their assets. Singapore will never have its own Intel, TSMC or Micron.
All of these companies Intel, TSMC, Micron can't make EUV machines, and therefore Singapore cannot compete against China longer term.
 

Hendrik_2000

Lieutenant General
Well after noisy prediction of Chinese economy slowdown China once again stumped the west Guess the best action is inaction
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We should not provoke the US and Europe … but rather wait for their stagflation to get worse, and for these regions to be further weakened from the Russia-Ukraine conflict Liu Yuanchun​

He linked the picture today to that of five decades ago, when stagflation caused a recession in the US, while the opposite happened in the former Soviet Union.

“We need to learn from the lesson that the Soviet Union failed to seize the opportunity … in the 1970s,” he said. “We must take the initiative to carry out comprehensive reforms – real reforms – to truly smooth out domestic circulation and readjust our mechanism for innovation.
“We should not provoke the US and Europe … but rather wait for their stagflation to get worse, and for these regions to be further weakened from the Russia-Ukraine conflict.”
Beijing is already gauging the impact of global inflation on the Chinese economy, which has seen only a moderate rise in consumer prices while being hard hit by strict coronavirus-control measures.
 

56860

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Numbers look a lot better now, I hope growth will be even better going forward as Europe and other countries suffering higher production cost presents a good opportunity to take more factory orders and market share.
With the west slipping into recession, this is the perfect time to pump up China's godly industrial muscles and gobble up more market share in high technologies.
 

SanWenYu

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According to the news release by MIIT, China now has the second largest computation capacity (算力) in the world, more than 140 exaflops in total. It has been growing at 30% in average every year in the last 5 years.

截至2021年底,我国在用数据中心机架总规模超过520万标准机架,平均上架率超过55%。在用数据中心服务器规模1900万台,存储容量达到800EB(1EB=1024PB)。算力总规模超过140 EFlops(每秒浮点运算次数),近五年年均增速超过30%,算力规模排名全球第二

The 14th 5-year plan (2021-2025) specifically requires to create multiple national computation centers with capacities at the exaflop and 10-exaflop scales. To implement this requirement, MIIT and NDRC, etc. have issued a joint directive on constructing 8 national computation hubs (国家算力枢纽节点) all over the country to bootstrap the "Data generated in east, computed in west, consumed in east" project (“东数西算”工程).

“十四五”规划纲要明确指出,要加快构建全国一体化大数据中心体系,强化算力智能调度,建设若干国家枢纽节点和大数据中心集群,建设E级和10E级超级计算中心,为今后五年我国的算力产业发展指明了方向。工业和信息化部联合国家发改委等部门印发《全国一体化大数据中心协同创新体系算力枢纽实施方案》,批复同意在京津冀、长三角等8个地区建设国家算力枢纽节点,启动实施“东数西算”工程。

The country has the largest computer network infrastructure in the world, with fiber optics connecting all the municipals (地级市). More than 50 millions internet users are now connected on Gbps (1000 Mbps) bandwidth. So far 1.7 million 5G base stations have been deployed to serve the 420 million 5G mobile users.

目前,我国已建成全球规模最大、技术领先的网络基础设施,所有地级市全面建成光网城市,千兆用户数突破5000万,5G基站数达到170万个,5G移动电话用户数超过4.2亿户;2021年全国规模以上电子信息制造业增加值比上年增长15.7%,增速创下近十年新高;2021年软件和信息技术服务业、互联网和相关服务企业的业务收入保持了17.7%和16.9%的高增速,分别达到94994亿元和15500亿元。

We have information about the three existing exaflops supercomputers in China, OceanLight in Qingdao, Tianhe-3 in Tianjing, and the Sugon system in Shenzhen. None of these three cities is in the 8 national computation centers as planned by MIIT and NDRC.

So the supercomputers for the 8 national centers must be new.

东数西算工程:
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8大算力枢纽
10大集群
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简称:贵州枢纽
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粤港澳枢纽(
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)​
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[11]​

Three known Chinese exascale systems:
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SanWenYu

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China wouldn't have done this unless there is reciprocal tariff exemptions incoming.
No. It's merely an extension of the existing exemptions. No new items has been added to or removed from the list since the last extension.

The statement by the ministry of finance:
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根据《国务院关税税则委员会关于对美加征关税商品第六次排除延期清单的公告》(税委会公告〔2021〕9号),对美加征关税商品第六次排除延期清单将于2022年6月30日到期。国务院关税税则委员会按程序决定,对相关商品延长排除期限。现将有关事项公告如下:


  自2022年7月1日至2023年2月15日,对附件所列商品,继续不加征我为反制美301措施所加征的关税。​

This is the list of the exemptions:
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This is the statement of the sixth extension mentioned above:
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and the list of the exemptions:
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I do not see any difference in these two lists.
 

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