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Trade War Has Damaged U.S. Chip Industry

nytimes.com

1–10 of 223 posts

Re: Trade War Has Damaged U.S. Chip Industry

#3
The semiconductor is game-changing tech. When America allowed the Hygon Dhyana to be made, America fucked up. Hold it back. This is real tech. You can't let it go.

I'm for free societies, but free societies must defend themselves from societies organized to kill free societies. The semiconductor is real. Giving away this will pay poor dividends.

Re: Trade War Has Damaged U.S. Chip Industry

#4
post #2

Only 8.4% of US exports are to China, but the number is probably higher for semiconductors. It would have been nice if the article had mentioned what that number actually is.

Found this [0]: "The U.S. semiconductor industry generates 30 percent of total revenue from China, with Qualcomm and Micron accruing more than half of sales from trade with Beijing."

[0]: https://www.cnbc.com/2018/11/27/us-china-tensions-put-chipma...

Re: Trade War Has Damaged U.S. Chip Industry

#5
This is just narrow thinking. Small minds that took advantage of a business deal, now think they have the clout to use public opinion to resume business or to simply smite the hand slapper. Every time this has happened before new avenues and new players have equalized the players.

Re: Trade War Has Damaged U.S. Chip Industry

#6

The semiconductor is game-changing tech. When America allowed the Hygon Dhyana to be made, America fucked up. Hold it back. This is real tech. You can't let it go. I'm for free societies, but free societies must defend themselves from societies organized to kill free societies. The semiconductor is real. Giving away this will pay poor dividends.

Given that the vast majority of silicon fabrication is not in the USA, I think this ship may have possibly sailed.

Re: Trade War Has Damaged U.S. Chip Industry

#7

The semiconductor is game-changing tech. When America allowed the Hygon Dhyana to be made, America fucked up. Hold it back. This is real tech. You can't let it go. I'm for free societies, but free societies must defend themselves from societies organized to kill free societies. The semiconductor is real. Giving away this will pay poor dividends.

Has China yet built their own wafer-stepper?

Re: Trade War Has Damaged U.S. Chip Industry

#8

The semiconductor is game-changing tech. When America allowed the Hygon Dhyana to be made, America fucked up. Hold it back. This is real tech. You can't let it go. I'm for free societies, but free societies must defend themselves from societies organized to kill free societies. The semiconductor is real. Giving away this will pay poor dividends.

This is ridiculous. Semiconductor manufacturing has been globalised for decades. The "other China" has had TSMC since 1987, and they are world leaders.

> Hold it back

It's technology. Talking about technology is speech. You can have free speech or technology export restrictions but not both.

Why do people keep suggesting ways to keep America ""free"" that make it substantially less free? Especially since 9/11.

Re: Trade War Has Damaged U.S. Chip Industry

#9
This is the thing that economists have been pointing out for decades: at the country scale, allowing free trade provides productivity benefits to both sides, and restricting it affects both sides. You can't have a trade war without domestic casualties.

What's crazier is that the strategy of economically integrating China with the world was a Rebublican economic-liberal one to start with. The plan was to make the rest of the world look like America and be trading partners, providing markets for American companies. Someone forgot the last bit.

Re: Trade War Has Damaged U.S. Chip Industry

#10

The semiconductor is game-changing tech. When America allowed the Hygon Dhyana to be made, America fucked up. Hold it back. This is real tech. You can't let it go. I'm for free societies, but free societies must defend themselves from societies organized to kill free societies. The semiconductor is real. Giving away this will pay poor dividends.

Legal restrictions are in place and AMD had to be very careful how they went about it, but at the end of the day much of the technology is not exclusively American at this point. ARM is mainly British technology, owned by a Japanese fund. TSMC is Taiwanese. The Silicon cat is well and truly out of the bag. In fact Hygon Dhyana and Zhaoxin (collaboration with VIA, also Taiwanese) are largely responses to the trade war. Aggressive trade practices may be hurting China economically, but it is significantly accelerating their move towards technological independence.
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