Chinese semiconductor industry

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Tam

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Oldschool said:
It's an effective short term defensive strategy.
That's why I propose taking over TSMC Nanjing fab
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Chips used in industry, such as factory and process automation, still use older processes. These are far more important for China as they are essential for manufacturing.

So called global chip shortage has nothing to do with cutting edge CPUs, GPUs and DRAMs. They have to do with the support chips that are still made with the older processes.

All these companies like TSMC, Samsung, Intel, etc,. they gradually abandoned the older processes for newer ones. Chinese swoop up on the older machines to continue producing mature chip designs. You put sanctions on SMIC and suddenly you lose an important producer of mature chip processes. Suddenly you get a shortage. Then Chinese companies started hoarding all mature and support chips stocks around the world, and those being produced in China are priority supplied to Chinese demand and not foreign. For this reason its no wonder why SMIC's expansion is for older processes.

TSMC building 5nm FAB in Arizona will do zilch towards this, as the problem is never on CPUs.

Media and blogger emphasis on cutting edge processes are vastly overrated, and those for mature processes are vastly underrated.
 
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gadgetcool5

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ansy1968 said:
@Oldschool a very astute observation and @gadgetcool5 here is the reason why the West the US in particular will never accept Japan as co-equal or one of them, SK is lucky due to her small size but if she overtook one of the G7 countries , she is a target. The goal post had been moved , from the Germanic barbarians , the Slavic and uncultured Russian, the Muslim crusade to the Orientals FROM THE EAST. As the Western philosophy is anchored on Roman civilization whose motto is Assimilation thru Domination, let see what happen, the Chinese Civilization is powerful enough to overcome it as shown by history as she had been invaded numerous time and the invaders had been assimilated become Chinese.
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Yes, that is why I want a more powerful China/Eastern civilization in all respects.

- Continued fast growth. Don't slow down.

- Have more children. A larger workforce, larger market, more talent.

- Don't be overconfident. This is one difference I notice between the West and China. In the West they are not afraid to be self-critical and sometimes even exaggerate their weakness and others' strength. But there's a good reason for this: It's to stir up alarm to lobby for policy changes in their own societies to patch up vulnerabilities. Westerners are very paranoid of being overtaken. In China there's a tendency to puff themselves up, which nothing wrong with that, but when I post something that suggests China has a weakness in a certain area, people accuse me of not being patriotic, which is not true. I simply want people to be aware of China's weaknesses so that it can improve on them.

- Better relations with other countries, including the West. This is where I get a lot of disagreement. But I am not saying this, because I think China should surrender. But because I think it helps China marginally to have better relations. Even though the West may not accept China surpassing it, it still may make things marginally harder or easier for China depending on how it's handled. Handling the West with a diplomatic touch has more benefit than cost for China in certain cases, that's all I'm arguing.
 
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Oldschool

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gadgetcool5 said:
Yes, that is why I want a more powerful China/Eastern civilization in all respects.

- Continued fast growth. Don't slow down.

- Have more children. A larger workforce, larger market, more talent.

- Don't be overconfident. This is one difference I notice between the West and China. In the West they are not afraid to be self-critical and sometimes even exaggerate their weakness and others' strength. But there's a good reason for this: It's to stir up alarm to lobby for policy changes in their own societies to patch up vulnerabilities. Westerners are very paranoid of being overtaken. In China there's a tendency to puff themselves up, which nothing wrong with that, but when I post something that suggests China has a weakness in a certain area, people accuse me of not being patriotic, which is not true. I simply want people to be aware of China's weaknesses so that it can improve on them.

- Better relations with other countries, including the West. This is where I get a lot of disagreement. But I am not saying this, because I think China should surrender. But because I think it helps China marginally to have better relations. Even though the West may not accept China surpassing it, it still may make things marginally harder or easier for China depending on how it's handled. Handling the West with a diplomatic touch has more benefit than cost for China in certain cases, that's all I'm arguing.
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There's nothing diplomatic about it.

1)even Paulson , the former pro China guy said US can take away all tariffs if China willing stop funding and support tech development. Stay at low and mid level manufacturing.

2)stay at using excess reserve to buy US treasuries. No belt and road financing.

3) give up on South China Sea islands. Demilitarize it.

4) no taking Taiwan by force.

If China willing to compromise above, then sure, diplomacy can work.
 
quantumlight

quantumlight

Junior Member
Registered Member
gadgetcool5 said:
Yes, that is why I want a more powerful China/Eastern civilization in all respects.

- Continued fast growth. Don't slow down.

- Have more children. A larger workforce, larger market, more talent.

- Don't be overconfident. This is one difference I notice between the West and China. In the West they are not afraid to be self-critical and sometimes even exaggerate their weakness and others' strength. But there's a good reason for this: It's to stir up alarm to lobby for policy changes in their own societies to patch up vulnerabilities. Westerners are very paranoid of being overtaken. In China there's a tendency to puff themselves up, which nothing wrong with that, but when I post something that suggests China has a weakness in a certain area, people accuse me of not being patriotic, which is not true. I simply want people to be aware of China's weaknesses so that it can improve on them.

- Better relations with other countries, including the West. This is where I get a lot of disagreement. But I am not saying this, because I think China should surrender. But because I think it helps China marginally to have better relations. Even though the West may not accept China surpassing it, it still may make things marginally harder or easier for China depending on how it's handled. Handling the West with a diplomatic touch has more benefit than cost for China in certain cases, that's all I'm arguing.
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I have noticed America likes to sandbag, China should always be paranoid and never overconfident against this type of enemy
 
quantumlight

quantumlight

Junior Member
Registered Member
Oldschool said:
There's nothing diplomatic about it.

1)even Paulson , the former pro China guy said US can take away all tariffs if China willing stop funding and support tech development. Stay at low and mid level manufacturing.

2)stay at using excess reserve to buy US treasuries. No belt and road financing.

3) give up on South China Sea islands. Demilitarize it.

4) no taking Taiwan by force.

If China willing to compromise above, then sure, diplomacy can work.
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Lol China might as well paint it's red flag to white at that point
 
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ansy1968

Brigadier
Registered Member
quantumlight said:
I have noticed America likes to sandbag, China should always be paranoid and never overconfident against this type of enemy
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@quantumlight they sandbag cause they know their system is vulnerable, whatever the western media propagates the Western style of capitalism is still based on slavery and resource control. You lose either one of them the whole system will come crashing down.
 
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Shaolian

Junior Member
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Shaolian said:
I want to tell of an incident that happened a few years back, in Malaysia. A local politician had been fostering a wave of anti-Chinese sentiments, culminating into a promise to create havoc in a local Chinatown. The previous week he and his group of thugs had already been gathering outside of Chinatown, spewing hatred and promising to return the next week "to get the job done". All this while the police was at the scene to "monitor" them, but nothing much else. This raised tensions to a height rarely seen in decades, and there was a real sense of hopelessness among the local community.

The shops of Chinatown were already thinking of shuttering down for the weekend, when in the middle of the week, the Chinese ambassador and an entourage took a walk down Chinatown. This was happening during the Mid Autumn Festival, and they eventually stopped at a local restaurant to sample their mooncakes, and the Ambassador commented on how lovely the atmosphere and celebration of the festival are locally. He then went on to say that it would be a pity then if this would be brought to an end by any irresponsible behaviors. He then added that China values the friendship she has with Malaysia, and would not stand idly by to allowed any individual to sabotage that relationahip, nor to allow China's citizens to come to harm (but did not specifically refer to the local Chinese diaspora).

The Ambassador's actions and speech was all over the press, and the next day, that same local politician that was threatening Chinatown was apprehended by the police, locked up and questioned over his threats.

Tensions pretty much died down there and then.
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Ndla2 said:
When was this take place?
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Sept 25, 2015

Envoy: China against terrorism, discrimination and extremism​

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Sept 28, 2015

China defends envoy to Malaysia after comments on racism​

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Sept 28, 2015
我再次重申，海外的华人华侨不管走到哪里，不管延续多少代，中国永远是你们温馨的“娘家”！
("Let me reiterate, Overseas Chinese, no matter where they had reside, no matter how many generations, China will always be your warm “娘家”!)
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Sorry, this is my last reply regarding this incident.
 
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manqiangrexue

manqiangrexue

Brigadier
gadgetcool5 said:
- Better relations with other countries, including the West. This is where I get a lot of disagreement. But I am not saying this, because I think China should surrender. But because I think it helps China marginally to have better relations. Even though the West may not accept China surpassing it, it still may make things marginally harder or easier for China depending on how it's handled. Handling the West with a diplomatic touch has more benefit than cost for China in certain cases, that's all I'm arguing.
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Well, it might make it even more than marginally easier for China to rise if the good relations with the West were free. But those relations at a cost, and if that cost is paid, it will make it next to impossible for China to ascend at all. The seemingly easier path is a dead end trap.
 
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