Chinese semiconductor industry

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mderfox

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Oldschool said:
none of their policies really game changer so far! A bunch of failed semiconductor startups recently, people trying reel in government and private fundings.

I have proposed two policies that may change things. I think government should have policies focusing mostly on both ends of the spectrum because ends tend be neglected, Industrial players mostly focused on middle area. government shouldn't promoting redundant things as industrial players.

For leading edge stuff like EUV, provide ample funding and coalition. Forming of "CHina EUV Alliance" of government, academics and industrial players and speed up the research and construction of industrial grade equipments.

For legacy stuffs such as analog chips that China has a hole to fill in, reverse engineering by many universities as research projects can be utilized.
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If im not mistaken central government will not help failed company like HSMC. They build company based on guarantee supply for Lithography machine from ASML, shit hits the fan, US tighten regulations they went bankrupt.

To many company enter semiconductor field since 2019.. im read somewhere in this forum government will not help if company goes wrong.

From point of view central government (I'm predict), China already have 28nm Lithography machine. practically they can build 7nm chip. 5g chip can be build on top of 7nm. Basically solve chip issue.

Huawei start to move on harmony os, basically they not used android standard in the future, chip issue will be irrelevant if harmony os decide not support qualcomm, Samsung and mediatek chip. Its depends on local players if they decide to jump ship.

Digital services will move to cloud, people will less used their mobile phone. IoT will become main driver. Demand for faster cpu will be drop.

Its always winning in the industry isn't depends on most powerful technology, but its depends on adaption of market. History already teach us, QWERTY keyboard, VHS, VCD, DVD, digital entertainment etc
 
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mderfox

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quantumlight said:
Does this incentisize China to postpone or accelerate the reintegration of TW
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I think its bad move to reunification at this time. TW is very important to global supply chain at this moment.

If follow China playbooks, they need to wait until TW less important to global supply chain. Like what they did in HK. Because many financial city in China can easily replace HK.

Unless TW declare independent, i don't think China will attack in short and medium term.
 
quantumlight

quantumlight

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mderfox said:
I think its bad move to reunification at this time. TW is very important to global supply chain at this moment.

If follow China playbooks, they need to wait until TW less important to global supply chain. Like what they did in HK. Because many financial city in China can easily replace HK.

Unless TW declare independent, i don't think China will attack in short and medium term.
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America cutting China off both access to chips and means to develop semiconductor independence via long arm extrajurisdictionary sanctions is in and of itself an extreme wrecking ball to global supply chain esp tech supply chain.

Of course the intent is to isolate China technologically and thus long term broader economic isolation as well leaving China behind.

China can counter this by taking back TW sooner rather than later, and even if TSMC has a self destruct plan, scorthed earth contigency, but slowing down entire global chips advancement it gives China time to catch up

No point in moral or ethics lesson, its obvious Amerikkka fired the opening salvos of cold war 2.0 /covert WWIII, its time China did whats best for China.
 
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OppositeDay

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quantumlight said:
Does this incentisize China to postpone or accelerate the reintegration of TW
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There is a saying on the Chinese internet "when China is weak Taiwan is China's problem, when China is strong Taiwan is America's problem'. U.S. cannot push China TOO far for the fear of a Chinese military takeover of Taiwan, which is good. China is not yet ready to completely decouple from the U.S.

U.S. of course doesn't want the Taiwan liability, so they will try their best to move Taiwanese semiconductor capacities to the U.S. Until then China has time. Also this could be a good opportunity to hire more Taiwanese engineers who doesn't want to move to the U.S., so a boost for China's semiconductor efforts.
 
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Skywatcher

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HybridHypothesis said:
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$35 billion?! How much of that will be sucked out of the American taxpayers' pockets?!!!

Seriously, it seems that in addition to advanced technology, TSMC's other superpower is to teleport foreign moneys (hi TSMC Arizona and Nanjing) in the form of subsidies right into their pockets.

If geopolitics weren't an issue, imagine how much they'd be soaking the Shanghai government for right now.
 
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mderfox

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quantumlight said:
America cutting China off both access to chips and means to develop semiconductor independence via long arm extrajurisdictionary sanctions is in and of itself an extreme wrecking ball to global supply chain esp tech supply chain.

Of course the intent is to isolate China technologically and thus long term broader economic isolation as well leaving China behind.

China can counter this by taking back TW sooner rather than later, and even if TSMC has a self destruct plan, scorthed earth contigency, but slowing down entire global chips advancement it gives China time to catch up

No point in moral or ethics lesson, its obvious Amerikkka fired the opening salvos of cold war 2.0 /covert WWIII, its time China did whats best for China.
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China doesn't need US, but China needs the rest of the world. Lessons for China isolated themselves in Qing dynasty leading for century's humiliation.

US expert on this issue, they created sentiment around the world, thus anti china sentiment rise across the world. Trust me, if European given final choice between China and US they choose later.

This is end up clash of Civilization between China and US. There is no right or wrong between them, because they both need to survive. Winner will take all.

Back on TW issue, if China attack TW right now will create negative impression and bullet to western propaganda to increase anti China across the Globe. If China waiting for chance, like TW go independence or TW become insignificant to world supply chain, it will reduce the impact on China in the world stages.

Currently, TSMC and few semiconductor conductor company vital to global supply chain. Once their influence on global scale can be replaceable, nobody care what really happened in TW.
 
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Tyler

Captain
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quantumlight said:
Does this incentisize China to postpone or accelerate the reintegration of TW
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They are trying to steal technology and talent from Taiwan Chinese. China should act now before technology got stolen by the enemy.
The US claims China is trying to restrict rare earths, but instead it is the US that is endangering China's supply chains in semiconductors and other high tech components.
 
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