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And thus enables the Chinese semiconductor industry.
The Chinese semiconductor industry is going to happen no matter what; it is one of their strategic priorities and they have been moving in this direction for a long time. This is about making it harder and inflicting some pain on them.
Escalation between the US and China is inevitable. China is fundamentally opposed to everything the US and Democracies around the world stand for politically. Likewise, the US and friends are fundamentally opposed to everything China stands for politically. There is no Universe in which two diametrically opposed juggernauts do not come into conflict. Conflict is simply inevitable when the stakes are this high and the…
I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.
As horrible as this sounds, there will be a large number of entities in china that will view this as the opportunity of a lifetime.
But hey, here's hoping.
And thus enables the Chinese semiconductor industry.
Do you think the timelines would really be any different?
Can we get the TSMC fab built in America first before stirring things up?
Given the critical nature of semiconductors, if China invaded Taiwan it's hard to see the US not getting involved.
TSMC is Taiwan's largest company.
Earlier quoted context omitted.
I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.
> And China will end up with more rights and transperancy like a democracy. I see no timeline in which this happens short of Xi Jinping catching coronavirus and dying. China is headed into "What is best for Xi Jinping" rather than "What is best for China". Lysenkoism is coming.
Isn't this the same happening everywhere?
Wow. Can someone more familiar with stuff explain how much of a big deal this is? Does this completely kneecap Huawei/China?
In the immediate future, Huawei will be fine: > Huawei has been preparing for such a move by the U.S. since the end of last year, including stockpiling more than a year's worth of networking equipment-related chips, especially for its crucial telecom equipment and carrier business, sources told Nikkei Asian Review.
Wow. Can someone more familiar with stuff explain how much of a big deal this is? Does this completely kneecap Huawei/China?
This is a "bigger" move than expected - the anticipated escalation was US reducing US origin tech % to <10. TSMC believes their 7nm was around 9-10% so there was a chance Huawei orders was still viable. Now it's a blanket export license requirement. While the article only covers Huawei, I think it's a broader blanket that applies to all Chinese companies with military connections, which is basically an impossibly difficult task for any company to determine. The impact is unclear. This is one move short of kicking Huawei off dollar trading.
And thus enables the Chinese semiconductor industry.
The Chinese semiconductor industry is going to happen no matter what; it is one of their strategic priorities and they have been moving in this direction for a long time. This is about making it harder and inflicting some pain on them.
Earlier quoted context omitted.
I don't think it will be such a dramatic shift. It will be more of a middle ground IMO. The mega corporations of US will be regulated by the government just like it happens in China. And China will end up with more rights and transperancy like a democracy.
> And China will end up with more rights and transperancy like a democracy. I see no timeline in which this happens short of Xi Jinping catching coronavirus and dying. China is headed into "What is best for Xi Jinping" rather than "What is best for China". Lysenkoism is coming.
Yeah, I don't see it happening then either.
But it certainly isn't gonna happen after an enormous market opens up for domestic competitors.
As someone long Qualcomm this is excellent news.