Earlier quoted context omitted.
The Netherlands has its own semi supply chain, from photolithographs to chip design to printing the actual chips.
I don't think that's right. They make one of the many machines you need for semiconductor manufacturing. The NXP fab in Nijmegen makes simple components on a outdated 140nm+ process with 200mm wafers. Unless there is another fab that is making actual modern chips?
Japan's gamble to turn island of Hokkaido into global chip hub
321–330 of 485 posts
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#322Earlier quoted context omitted.
>I've noticed they tend to have a weird mix of orientalist sentiment along with a "Europe should be able to do this too". Is it wrong for people in Europe to wish for more cutting-edge/high-margin opportunities in their back yard, especially given the currently atrocious state of the job market? Like you read news how TSMC's cutting edge chips are made in Taiwan and US fabs, then you looks at European fabs and the mo…
Actively disrespecting other countries who worked hard on developing such capabilities and assuming European nations should be on the "big boys table" is what is so jarring. Nothing stopped European nations like Belgium, Germany, Netherlands, France, Italy, etc from continuing to invest in domestic capacity 20 years ago, but most of their IP is now developed in American, Indian, or other Asian subsidiaries or JVs. Ju…
Maybe there's a misunderstanding here, as there was no disrespecting anyone there with my comment, and I basically agree with your point.
That doesn't change that people here want those cutting edge manufacturing and job opportunities the US has. They don't want to be stuck competition with China in commodity widgets like cars or low margin 16nm-65nm microcontrollers.
There's a limited market for ASML machines, Siemens gas turbines, and Airbus planes which can't support economic growth of the entire block.
>Nothing stopped European nations like from continuing to invest in domestic capacity 20 years ago, but most of their IP is now developed in American, Indian, or other Asian subsidiaries or JVs.
They're developed outside of Belgium, Germany, France, Italy, etc since private businesses care most about prioritizing shareholder returns, not national sovereignty. And with Western EUs high labor costs, high taxes, high bureaucracy, strong unions, private companies slowly moved jobs elsewhere where it's cheaper to do business, no unions, less environmentalism, less labor protections, etc. Everyone with basic business know-how could have seen this coming but people still thought they could have their cake and eat it too in the globally cutthroat "free market" economy.
Case in point, Nokia just announced it is closing Infinera's Munich office and moving all operations to the US.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#323Earlier quoted context omitted.
India is too busy fighting on their own sphere of influence (south asian) china keep them in check via pakistan
Now, but we're talking 2040, and the situation may look a lot different. India has been doing some incredible things lately. They just electrified their entire rail network in some five years. That is actually impressive - you need a lot of qualified people and coordination for that. If they keep up, they will become a strategic adversary of China in Indochina (see the name?) quite soon.
India's promised ascendance to power and influence remain perpetually a few decades away. Meanwhile, the poor continue to lose purchasing power, the rich exploit the entire country, and India's total economic exports are comparable to those of the Netherlands.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#324Earlier quoted context omitted.
> Renault is a small company, not even in the top 10 How exactly is that even remotely relevant? They only sell in select markets, and are killing it in them (best selling EV in the EU, Renault 5). What, if it's not a global behemoth dominating the world, it doesn't count as manufacturing? What exactly is your argument here? > Within a decade or so COMAC will have a competitive passenger plane, seriously threatening…
Does China need something competitive to an a320neo^2 or is something competitive with a 737ng enough given they can pressure domestic airlines into buying it and undercut their way into more sticker price sensitive markets? That’s already a big loss for the duopoly, and I mean there are 717s and similar still flying
Potentially, but previous attempts (like the Xian MA60 and MA600, which are derivatives of the designed in the 1960s An-24) have been very unsuccessful. It made some sales in Southeast Asia and Africa, but a few of those have had accompanying corruption/bribery allegations and investigations, and most have been grounded after serious incidents and troubles keeping them operating at reasonable costs.
But my overall point is, it's going to take them more than a decade, probably around two, to be able to churn out fully Chinese passenger jets in any relevant numbers. The Chinese airplane market is massive, so even then they probably won't be able to deliver enough. There also aren't any plans to get the C919, existing or future fully Chinese version, certified by EASA or FAA or anywhere else, so legally the jet can't even fly anywhere else other than China for now.
So we have at least 2 decades more of COMAC being very behind and churning planes at a slow rate, at best. And honestly, anyone who thinks they can predict the aviation market 2 decades ahead is out of their mind. We could have hydrogen powered flying wings by then!
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#325Earlier quoted context omitted.
They already are investing in the JSDF. The JS Chokai is in San Diego right now being equipped with Tomahawk cruise missles, but AFAIK the plan is to equipped all 8 Kongo class destroyers with those missles. And that's just one part of the expansion. But the short version is that the JSDF isn't staying a defensive only institution.
Nowadays, are large ships well protected from small unmanned underwater ships? Are they worth building?
The whole point of the navy is to be able to control waterways. The whole point of being able to control waterways is to be able to economically ship large amounts of material and people; in the case of warfare, soldiers, bullets, food, water, fuel, etc.
An unmanned fast attack sub is going to be useless for defending your logistics fleet from strike fighters and anti ship missles. Even a dingy that has a guy in it with a rocket propelled grenade can send a cargo ship to it's grave. You have to have a surface ships with powerful defenses to protect them.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#326Earlier quoted context omitted.
That is, the constitution written by the KMT dictatorship that was awarded the island as spoils of war after the Japanese surrendered to the Allies in WW2. In the present day, neither the Taiwanese government nor Taiwanese people are in some kind of dispute with the CCP over who owns Gansu province or whatever, they just would like recognition of their already-existing sovereignty.
That's a little misrepresenting history... Taiwan was part of the Qing Empire and Japan took it in 1895 following China's defeat in the first Sino-Japanese War. China got it back after WWII.
If you want to use history as some kind of justification, why don't we go all the way back to when the human race originated in Africa?
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#327Earlier quoted context omitted.
China routinely harasses Vietnamese/Filipino fishing boats IIRC to the point of boarding/assault, and it's expanding its territorial claims in the South China Sea illegally. It hasn't turned into a war yet because so far the other countries have just been taking it on the chin rather than more aggressively defending themselves. There's a reason why so many countries in that region are very happy to partner with the U…
Wait till you find out Taiwan has the same claims.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#328Earlier quoted context omitted.
> Renault is a small company, not even in the top 10 How exactly is that even remotely relevant? They only sell in select markets, and are killing it in them (best selling EV in the EU, Renault 5). What, if it's not a global behemoth dominating the world, it doesn't count as manufacturing? What exactly is your argument here? > Within a decade or so COMAC will have a competitive passenger plane, seriously threatening…
>are killing it in them (best selling EV in the EU, Renault 5). What, if it's not a global behemoth dominating the world, it doesn't count as manufacturing? What exactly is your argument here? My argument is that China is producing EVs of the same quality for 70% of the cost. European wealth comes from exports . >This is assuming that the Chinese competition would be allowed to compete on the same terms, which we alr…
That's certainly a claim. The EU market is pretty big, and has multiple avenues for growth (the whole of the Balkans is either in the EU but catching up, or outside the EU begging to be let in). It's not axiomatic that the EU needs to export to the whole rest of the world. And even if it is, there are plenty of countries that have an appetite for European goods for a variety of reasons (be it luxury or just quality associations, or innate hatred of China, like in India or South Korea).
> Exactly. The European car industry only exists because China is not allowed to compete, this is my point
Alternatively, because Chinese dumping is not allowed to destroy the European car industry, if we're only talking in economic terms. But the reality is that cars aren't that simple, as a market. For many cars are a status symbol, or otherwise everyone would be driving Dacias and Skodas and nobody would be buying Porsches vs VWs.
> There is no German/French/Italian car export industry anymore. Who is buying a German or French EV when he could be buying a better car for the same price or the same quality car for a lower price.
Of course there is. Stellantis, Renault, VW Group are selling well in their local markets, across Europe and various other markets (e.g. the US for Stellantis).
> On the topic of aircraft engines. The Chinese have mastered almost every technology the west has, it is delusional to think that they will never make competitive aircraft engines
Never said never, said their own timeline is a decade, for something competitive to the previous gen, while in a decade we'll be two generations ahead. Considering Chinese aerospace engineering has been struggling with engines forever, and Russia never managed to get close, ever, I wouldn't bet on China suddenly being able to leapfrog their own timeline.
> You are correct, COMAC will take more than a decade to compete with Airbus, but with the current trajectory it is practically inevitable they will catch up.
They will catch up to ~previous generation (A320ceo), by then Airbus will already have the replacement to the current gen (A320neo, future gen not named yet). So China will still be ~2 decades behind, in a decade-ish. Yes, they will definitely catch up by some point in the ~2050s, so what? Airbus caught up to Boeing, and there is enough market to go around for both. Embraer is in the process of catching up too. There being one more new entrant on the (again, only short to medium haul) passenger jet market, in a decade, really isn't the end of the world you're making it out to be.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#329Earlier quoted context omitted.
How many bases does china have around the world? How many does the US?
Imagine if China built one base in Mexico or the Caribbean. People would be treating it like a declaration of war. Meanwhile the US builds a ring of military bases in countries surrounding China and that's not supposed to be seen as bellicose in any way.
Shouldn't you take WWII history into the account?
1. South Korea - Korean war happened and majority of South Korean want US military base there 'cause you know North Korea with its nukes point at Seoul.
2. Japan - well, everyone know what happened and the treaty were signed thus military base in Japan.
Re: Japan's gamble to turn island of Hokkaido into global chip hub
#330Why are all the comments here so weird? It's like people saw (but didn't read) an article entitled "Man Opens a Taqueria in his Hometown" and the only responses are 1) Why didn't he open it in my hometown? This location isn't convenient for me. 2) Wouldn't it be better for someone else to open a taqueria instead? My cousin is looking for work. Shouldn't we be putting resources into helping him open a restaurant inste…
In general, I think the US is looking for alternatives outside of Taiwan to build and operate fabs. Yes, there is a push to get them in the US as well.
I'm unsure of why people in the EU seem disconcerted about this. No one is asking them not to create the programs to setup fabs. In fact the US may be thrilled that more allies are putting effort towards creating a supply chain not dependent on China (and Taiwan).