Chinese semiconductor industry

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krautmeister

Junior Member
Registered Member
It's also possible they'll print another trillion out of thin air to bail out TSMC, Samsung, Intel, etc and put it all on the taxpayers again.
By 2025, the US Dollar, as a global reserve currency, will have weakened enough that printing trillions will not be so simple as it once was. Keep in mind that China's digital RMB is being officially deployed during the Winter Olympics and will be expanded for global trade soon after that. China is the world's largest trading nation by a large margin and had a 2-way trade value of ~$4.7 trillion USD$ in 2020. Most of that trade was denominated in US dollars. For the digital RMB, there are almost no transactional fees along with simplified customs, tracking and logistics. Most important, it circumvents the US Dollar as an intermediary currency for all trade using it. In other words, all sanctioned countries can become financially unsanctioned as long as they use the digital RMB. All entities or persons using it become immune from US government extra territorial judicial lawfare reliant on use of the US Dollar that the US State Department qualifies as money laundering for those they deem their enemies. Sounds like a slam dunk for China. If it succeeds, it means the end of consequence free US dollar money printing. What we see now with this hostile American tech war is small potatoes compared to what I just said.
 

ansy1968

Brigadier
Registered Member
Nah, US will simply ban all products containing Chinese made semiconductors
@vincent Sir by doing that their inflation will shoot out the roof. My belief market force will prevail, with diminishing return due to QE, what holding the Dollar from collapsing is China, its affordable and quality goods. The policy makers knows it, they are using sanction to impede the Chinese progress scientifically and technologically. But once those obstacles had been tackle, it will be back to normal, cause at the end of the day everyone needs to earn a buck, as the famous American idiom will say.
 

vincent

Grumpy Old Man
Staff member
Moderator - World Affairs
@vincent Sir by doing that their inflation will shoot out the roof. My belief market force will prevail, with diminishing return due to QE, what holding the Dollar from collapsing is China, its affordable and quality goods. The policy makers knows it, they are using sanction to impede the Chinese progress scientifically and technologically. But once those obstacles had been tackle, it will be back to normal, cause at the end of the day everyone needs to earn a buck, as the famous American idiom will say.
Chinese made RAM and flash memory most likely can’t be sold in the US due to IP violations
 

jfcarli

Junior Member
Registered Member
Chinese made RAM and flash memory most likely can’t be sold in the US due to IP violations
At the end of the day, what really counts is: can you sell it? If you own the market, it doesn't matter if you violate IP or not. What really matters is that you can sell it. OK, maybe you cannot sell in the US, but that is really a quickly dimishing market, when you compare to the rest of the world.

China owns more than 50% of the market. That alone kills any obstacle or IP law.
 
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