Chinese semiconductor industry

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coolieno99

Junior Member
Politic aside, a magnitude 7 earthquake in Kaohsiung will severely damage the global chip supply chain. Chine better prepare for this and invest heavily in chip manufacturing.
That's a good point. Taiwan is earthquake prone. A bad one can interrupt TSMC production. That's a second reason why China should establish a domestic chip industry.

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gadgetcool5

Senior Member
Registered Member
Does anyone have any ideia of this means? The US, the EU and japan will jointly develop tech? The US companies have a clear advantage in most areas (just look at semiconductor production). Will the US companies have to share their tech development with companies from the other countries? What if these other nations also cooperate with china? Will china be barred from cooperating with US/EU/japan companies?

It means China has to prepare for the worst-case scenario: A technology blockade against it by the new "Eight-Nations Alliance" or in this case the D-10. This is why China has to measure its R&D spending and long term situation against not only the US but against the combined D-10 powers. It has a few partners it can also enlist, such as Russia and Pakistan.

The US will be watching whatever comes out of the 'Two Sessions' and move to counter that. So China will have to continuously update its strategy after the Biden administration completes its China policy review to adapt afterwards.
 

Nutrient

Junior Member
Registered Member
Unfortunately analog and mixed signal chips take a lot of experiences to design and manufacture. It’s these instead of digital chips that present the biggest challenge.

If Tom Cotton's plan actually happens, and the US totally stops exporting chips to the Middle Kingdom, China's companies will have little choice but to buy domestic chips. And that means the country's young engineers will have time and funding to become more experienced. As the Middle Kingdom graduates more engineers than all of the West, there is little doubt that China will be a dominant player in the high technology market.
 

quantumlight

Junior Member
Registered Member
It means China has to prepare for the worst-case scenario: A technology blockade against it by the new "Eight-Nations Alliance" or in this case the D-10. This is why China has to measure its R&D spending and long term situation against not only the US but against the combined D-10 powers. It has a few partners it can also enlist, such as Russia and Pakistan.

The US will be watching whatever comes out of the 'Two Sessions' and move to counter that. So China will have to continuously update its strategy after the Biden administration completes its China policy review to adapt afterwards.
The worst case scenario is the one most likely to happen.

Chinese Americans should also not be naive and prepare for worst case themselves.
 

Tyler

Captain
Registered Member
Most Chinese companies don't pay attention to those chips because they are low valued. Few dollars each. Instead they targeting high value digital soc chip.
Huawei hisilicon found 30 years ago. They chose not to touch those low valued chips. 30 yes is pretty of time to hone their skills if they chose to.

When sanctions hit they are all essential.
They should do it right now since they have more capacity.
 

gadgetcool5

Senior Member
Registered Member
The worst case scenario is the one most likely to happen.

Chinese Americans should also not be naive and prepare for worst case themselves.
Chinese Americans should do what we can to maintain US-China relations at this time.

In particular, I would watch Tarun Chhabra, an Indian American who is the senior director for Technology and National Security on Biden's National Security Council. He is using his position to advocate the US to transfer AI technology to India and give job placement and training to Indians.

He also advocated using the "China threat card" to unify America.

You can find some of his papers here:
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"The Left Should Play the China Card" by Tarun Chhabra
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siegecrossbow

General
Staff member
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If Tom Cotton's plan actually happens, and the US totally stops exporting chips to the Middle Kingdom, China's companies will have little choice but to buy domestic chips. And that means the country's young engineers will have time and funding to become more experienced. As the Middle Kingdom graduates more engineers than all of the West, there is little doubt that China will be a dominant player in the high technology market.

Unless 90% of manufacturing moves out of China I don’t see that happening. All that semiconductor has to be consumed somewhere.
 
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