Chinese semiconductor industry
- Thread starter Hendrik_2000
- Start date
- Status
TSMC and Samsung need to use tools and materials liable to US sanctions. What China needs to do is cut the Americans out. I think this should pass by supporting companies with supply chains outside the US and making Chinese only supply chains as well.
AssassinsMace
Lieutenant General
Other countries are dumb if they don't start producing technology so the US has no say. This goes beyond China and the US if they think the US is the safer bet, they have a dead future. The only way the US can take back control of the world is through violating people's human rights because that's how the West took over the first time. It wasn't because they were more smarter. It's because they were more violent. Try that today and they're going to get nuked. All of Biden's actions he says are to fight China doesn't do anything directly against China because what it truly takes to stop China is violating human rights. Is the US going to pay to stop other countries to stop selling their strategic resources for their losses. No. China already beats them on price for those resources. So the only way to stop it is to violate the rights of those countries. The only way the US can get cheaper than China rare earth elements is they have to enslave another country and pay them nothing to expose them to all the health hazards that go with rare earth refining and processing that to have done in the US would skyrocket costs to cover hazard pay and health insurance so they can get it for next to nothing. Any country thinking selling only to the West is a losing bet because everything is going cost more for the West meaning less money they're going to make. The US is all about restrictions not just on China but every country that wants to make money from China. Is China telling countries not to business with the US? No. When you're a country that needs to make money to have a decent livable economy, are restrictions on doing business what you want especially when the West isn't going to be coughing up the cash? In fact they don't need to cough up any cash because if they had it their way, the prices for everything goes down because no more Chinese competition. Before China came to Africa, the West treated it like it was their backyard. They could set prices because no one else was going to buy their resources. They've complained about how China pays a price for those resources that the West can't compete with. So are these countries selling those resources think following what the US wants is good for them?
The anti-China semiconductor alliance membership includes both TSMC and Samsung. The most important members currently include...
- ASML
- Nikon
- ARM
- TSMC
- Samsung
- Global Foundries
- Applied Materials
- KLA Tencor
- Tokyo Electron
- Intel
- AMD
- NVidia
- Qualcomm
- MediaTek
- Xilinx
- Synopsis
- Cadence
- Microsoft
antiterror13
Brigadier
And who is the main customer? USA?
.... eventually money talks my friendChina is not 1980s Japan .. which was very dominating the electronic technologies ... but small customer based and 100% depends on the US militarily ...... close to occupation in reality. So Japan had to do whatever the US said, sadly
There is no fight.
The Chinese just develops its own IC industry internally. That is not fight. That is just R&D and business.
In the meantime, while China upgrades it capabilities, as Comrade Lenin spoke about, the capitalist will sell the rope that will be use to hang them with.
Today, only Huawei and SMIC are under sanction, because everyone in the world continues to want to sell to companies like Xiaomi, Lenvono, etc.
The sanctions against Huawei, it caused Huawei to drop in the ratings of phones sales, and Apple dropped too to number #3 while Xiaomi rose to number #2.
All that is going to happen is two supply chains for IC in the world will develop.
But that is the odd part.
Both IC supply chains (China's and outside of China) sell into the China market.
When China's IC supply chain develops further, and sells into the China market, what happens to the other IC supply chain outside of China?
Who knows. Nothing personal. It is only business. Chinese business people are truly ruthless. Also, Chinese people are cheap!
The majority of chips in demand are 14nm 28nm and higher, which China is well along the path of full domestic suppliers. The cutting edge will take a while more, but Xiaomi number #2 in the world in phone, and they buy leading edge chips because the other IC supply chain outside of China wants to keep selling to them.
Long story made short, President Trump already played all the cards.
There in nothing more the Americans can do at this point.
China probably will eventually get there, and along the way we probably see a couple of defections.
China was already doing that with their 1000 talents program. The US responded by prosecuting anybody doing collaborations of any kind with China via lawfare, with every case being labeled as national security or espionage. This had some success but the hate crimes against Chinese nationals has probably been more successful reversing the brain drain.
I think this is a great idea but I would begin it with PR status with nationality granted after say 10 years ONLY if the applicant were willing to repudiate their existing nationality. Loyalty is an important thing and it's never a good idea to have a side chick when you're already married.
I think US elites are realizing their gravy train is coming to an end. So, they are trying to stop China's rise on the tech ladder before they completely annihilate their business like what has already happened in non-tech sectors. It's like what happened in Africa. Africa was a golden goose for Western "donors" who milked it while claiming to be their saviors. Then China swooped in and within 10 years, Africa started growing like gangbusters, started actually developing and is now the target of anti-China campaigns like the so-called debt-diplomacy nonsense. Follow the money, as they say.And who is the main customer? USA?
China is not 1980s Japan .. which was very dominating the electronic technologies ... but small customer based and 100% depends on the US militarily ...... close to occupation in reality. So Japan had to do whatever the US said, sadly
Agreed on everything you said. The problem is, there is a large number of delusional Americans who are clueless, stupid, ideological and racist. This toxic mix makes rational analysis of what they do next impossible. What is very possible, maybe even likely, is they will ramp up their covert false flag operations in Xinjiang, Tibet, SCS, Taiwan Strait, etc., as well as targeted bombings and assassinations in all countries with pro-China relations. This sort of disgusting behavior is a large part of their history. Our discussions all revolve around technical capabilities and projections but there is always that risk of sabotage. In just recent history, ASML was on the verge of shipping that EUV lithography machine ordered by SMIC and then a building suppling parts of the EUV lithography machine was burned down. That just happened to delay the delivery long enough for the whole deal to be cancelled.
Last edited:
@krautmeister bro its a self defeating coalition, why create a competitor out of thin air, Its like forcing your biggest customer to be your rival!! Its illogical, That kind of attitude is akin or prevalent in a monopoly market.
- Status