Beijing criticises Netherlands’ move to block ASML exports to China
1–10 of 149 posts
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#2I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#3> Chinese foreign ministry spokesman Wang Wenbin on Tuesday urged the Netherlands "to be impartial, respect market principles and the law, take practical actions to protect the common interests of both countries and their companies and maintain the stability of international supply chains".
This amuses me greatly. I had no idea China is explicitly pro-market capitalism.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#4I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
It still spreads your opponents resources thinner, from a strictly game theory perspective.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#5I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
While I'd say so, I don't think in the medium future it would have made much difference.
China wants ensure control over strategic elements anyway. I suspect that the west has started betting on China intending to primarily rely on domestic production. Possibly to preempt the future, avoid companies getting entangled further, and slow China down even if just marginally, the west has settled this policy. I say west but this is more a US thing, Europe was more reluctant to follow it.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#6The US is trying to starve China out of advanced semiconductors, not sure this will end well (For Taiwan).
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#7I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
On the other hand, the very clear deadline on the now-revoked license caused Chinese chipmakers to panic-buy record levels of Dutch equipment and ASML's Chinese competitors now have the problem that their potential customers have smaller budgets left for them after those purchases...
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#8I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
Don’t underestimate the difficulty of semiconductor manufacturing. It’s not that they’re trying to implement a fixed target - the technology has been exponentially advancing for the last 50 years.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#9I wonder if these actions will have the opposite effect. China will only more invest into producing their own. And I think we should not underestimate them. Could be good for competition though.
they're already doing that. This wouldn't change that either way.
Re: Beijing criticises Netherlands’ move to block ASML exports to China
#10> Chinese foreign ministry spokesman Wang Wenbin on Tuesday urged the Netherlands "to be impartial, respect market principles and the law, take practical actions to protect the common interests of both countries and their companies and maintain the stability of international supply chains". This amuses me greatly. I had no idea China is explicitly pro-market capitalism.
where have you been the past 40+ years?