US Military Spread Coronavirus to Europe via Blood Program - a report was just released in Italy newspaper to disclose the source of Covid-19 virus.
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WHICH TIBET??? The Anglo-version Tibet staffed with those refugees in Dharamsala???It's coming. There are just too many people talking about this out of nowhere all of a sudden.
Am I wrong to say the ‘global semiconductor shortage’ is an artificial one created by the Trump-era ban on SMIC?
US inflation up again, 4% over last 12 month, double the Fed's target of 2%. Despite this vast injection of currency US GDP growth is well below expectation at 6.5% (target was 8.4%).
As result, Jin Canrong (aka 政委/commissar), is now making a big call:
Should inflation reach 5%, the interest payment for US debt will grow to 1.5 trillion USD a year, leading to the bankruptcy of US government.
Yep, this is why US car manufacturers are unable to meet needs because their Chinese counterparts aren't able to use the sanctioned chipsAm I wrong to say the ‘global semiconductor shortage’ is an artificial one created by the Trump-era ban on SMIC?
EV sales in China continue to grow despite this “global chip shortage”… somehow they are having no trouble sourcing chips…
Furthermore, aren’t the US actions forcing things like “rip and replace” or Huawei and ZTE equipment is essentially a double tax on Americans?
This is all in addition to the tariffs “China is paying for”.
Yep, this is why US car manufacturers are unable to meet needs because their Chinese counterparts aren't able to use the sanctioned chips
In entertainment news:
Kris Wu could face 10 years to life imprisonment.
Really puts things in perspective; someone like Harvey Weinstein would have been executed long before he could get his fat fingers on starlets along with the corey feldman abusers. That's the difference between america, a nation where oligarchs are above the law and a civilised society like China where all are subject to the law.
Am I wrong to say the ‘global semiconductor shortage’ is an artificial one created by the Trump-era ban on SMIC?
EV sales in China continue to grow despite this “global chip shortage”… somehow they are having no trouble sourcing chips…
Furthermore, aren’t the US actions forcing things like “rip and replace” or Huawei and ZTE equipment is essentially a double tax on Americans?
This is all in addition to the tariffs “China is paying for”.
@horse brother nicely said and there is another factor most of the Chinese FABS caters only to the Chinese customer as they ramp up production their priority is the domestic market, the orders came from above and also with SMIC having experience sanction those foreign company have no loyalty and its better to cultivate ties with Chinese domestic customer. TSMC, Intel and others don't have that luxury and they're afraid that they may lock out from the huge Chinese market.According to the news, and my guesswork, the global semiconductor chip shortage is mainly a confluence of events and how the industry production timelines operates and perhaps the players in the network influencing each other.
1) There were two distinct events that started it all. One was the Huawei chip ban which lead to a race to finish off production by TSMC to supply Huawei with a stockpile of chips. Two was the pandemic which closed some factories and cause production to ramp up in other types of factories.
2) It takes a few months to complete a chip order, as that is how long production takes. With the pandemic and the rush to get the goods to Huawei, TSMC focused on Huawei it appeared. The pandemic closed the auto factories in the world, therefore no chip order from them. The pandemic caused a surge in electronic equipment demand, who all are in Asia. By the time the western auto factory got back to work and placed their chip orders, TSMC was all booked up. Ford, GM, had to line up and wait.
3) Let's be blunt. Everyone is Chinese. Hislicone goes to TSMC who then forks it over to Huawei. If some white guy from America demands they should be first in line, not sure if anyone is going to listen, everyone will just say they don't speak English. TSMC already got screwed once by President Trump. Who knows what following presidents would do. There would be a great incentive for TSMC to not get screwed later by both sides in the tech war. It is no secret China is domesticating all IC production. TSMC may be selling stuff to a Mr. X in China through the backdoor. Sanctions are made to be evaded. If TSMC wants to guarantee its place in the China market in the future, that is what they will do. That is not too much for them to do, just business, like how they gave Huawei its stockpile of chips.
Look at it this way, corporations are like people, and the greatest instinct for humans is to survive. How does TSMC guarantee it own survival? Pray that President Trump wins the next election? Or be cunning and think for itself?
Then hope it works!
According to the news, and my guesswork, the global semiconductor chip shortage is mainly a confluence of events and how the industry production timelines operates and perhaps the players in the network influencing each other.
1) There were two distinct events that started it all. One was the Huawei chip ban which lead to a race to finish off production by TSMC to supply Huawei with a stockpile of chips. Two was the pandemic which closed some factories and cause production to ramp up in other types of factories.
2) It takes a few months to complete a chip order, as that is how long production takes. With the pandemic and the rush to get the goods to Huawei, TSMC focused on Huawei it appeared. The pandemic closed the auto factories in the world, therefore no chip order from them. The pandemic caused a surge in electronic equipment demand, who all are in Asia. By the time the western auto factory got back to work and placed their chip orders, TSMC was all booked up. Ford, GM, had to line up and wait.
3) Let's be blunt. Everyone is Chinese. Hislicone goes to TSMC who then forks it over to Huawei. If some white guy from America demands they should be first in line, not sure if anyone is going to listen, everyone will just say they don't speak English. TSMC already got screwed once by President Trump. Who knows what following presidents would do. There would be a great incentive for TSMC to not get screwed later by both sides in the tech war. It is no secret China is domesticating all IC production. TSMC may be selling stuff to a Mr. X in China through the backdoor. Sanctions are made to be evaded. If TSMC wants to guarantee its place in the China market in the future, that is what they will do. That is not too much for them to do, just business, like how they gave Huawei its stockpile of chips.
Look at it this way, corporations are like people, and the greatest instinct for humans is to survive. How does TSMC guarantee it own survival? Pray that President Trump wins the next election? Or be cunning and think for itself?
Then hope it works!