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China-US tensions force Taiwanese tech firms to consider a 'plan B' - India or Vietnam

Daniel Nenni

Admin
Staff member
Thu, November 3, 2022 at 2:30 AM

A flurry of technology deals signed last month between Taiwanese and American companies have been touted as a sign of "deepening partnership" between the economies, but the island's multinationals are increasingly eyeing production bases free of friction between the US and China.

The agreements come at a time of historically high tensions between mainland China on one side and the United States and Taiwan on the other. Caught in the middle are some of Taiwan's biggest firms, especially manufacturers of the fiendishly complex semiconductors at the heart of the modern economy.

 
At a recent conference I was told by friends who still have family in China that anti American sentiment is at an all time high.
 
As high as anti China sentiment in the US?

I do not see anti China sentiment amongst my peers but I am sure there are issues across the Untied States, especially when COVID first came about. Either way it does not stop us from buying Chinese products. In China it is "China First" so consumer and business purchasing is definitely anti American.

And yes you can point out attacks against Asians in the US but those same attacks are against everyone, not just one race, religion, or sexual orientation. America is a violent place and it is getting worse by the day. A very small percentage of people, mostly with mental health issues, are responsible for these attacks while the rest of us go on about our business. The American media of course focuses on the 1% of crazy people versus the 99% so it seems worse that it really is and race is always mentioned when it will get more clicks. Just my opinion of course. I was born and raised in California so my experience is different than other parts of the Untied States. We are more of a melting pot here.
 
Anyway,Taiwanese business will not have the same degree of success in place like India or Vietnam,compare to China. Vietnam has very frequent labour strike,workers don't work overtime. Also not many people know this,but Vietnam actually has a population aging issue at a speed comparable to China,despite much smaller population size.

India is notorious for red tape and unfriendly towards foreign firms,many big US firms have had their fair share of tough time in India and pulled out already
 
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Anyway,Taiwanese business will not have the same degree of success in place like India or Vietnam,compare to China. Vietnam has very frequent labour strike,workers don't work overtime,India is notorious for red tape and unfriendly towards foreign firms,many big US firms have had their fair share of tough time in India and pulled out already

I disagree completely. Many semiconductor companies have groups in India and Vietnam. In fact, semiconductor design is VERY big in India. 10% of SemiWiki traffic comes from India and it is big domain names like Intel, AMD, Synopsys, etc... Vietnam is a fast growing semiconductor hub as well, they are #27 on SemiWiki readership. China is #3 behind India and the US.

China has brutal COVID lockdowns that are disrupting the supply chain. Companies are fleeing China right now. To be fair, all countries have business issues that must be accommodated for. It is the lessor of evils equation and right now China and Russia are not adding up for the semiconductor ecosystem.
 
I disagree completely. Many semiconductor companies have groups in India and Vietnam. In fact, semiconductor design is VERY big in India. 10% of SemiWiki traffic comes from India and it is big domain names like Intel, AMD, Synopsys, etc... Vietnam is a fast growing semiconductor hub as well, they are #27 on SemiWiki readership. China is #3 behind India and the US.

China has brutal COVID lockdowns that are disrupting the supply chain. Companies are fleeing China right now. To be fair, all countries have business issues that must be accommodated for. It is the lessor of evils equation and right now and China and Russia are not adding up for the semiconductor ecosystem.

Is the appearance of multi-nationals a guarantee of sucess?Think about it,Western semiconductor companies has been in Southeast asia for many decades already,they have build all kind of manufacture facilities there,from fabs to packaging to equipment manufacturing. Now despite having all of these,the SE Asian indigenous semiconductor capability never took off,seems strange right?Because in theory,they should have become semiconductor powerhouse like SK or TW by now,but that didn't happen,why do you think that is the case?
 
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Is the appearance of multi-nationals a guarantee of sucess?Think about it,Western semiconductor companies has been in Southeast asia for many decades already,they have build all kind of manufacture facilities there,from fabs to packaging to equipment manufacturing. Now despite having all of these,the SE Asian indigenous semiconductor capability never took off,seems strange right?Because in theory,they should have become semiconductor powerhouse like SK or TW by now,but that didn't happen,why do you think that is the case?
The government pulled out because Samsung was willing to burn more money to catch up to TSMC, and when the Arab oil money says "Hey we will overspend for your shrinking share of the not TSMC pie" you take those. (Only for those same oil baron to come to the same conclusion).
 
As high as anti China sentiment in the US?
I'm not kidding. Anti American is a lot higher than you realize. The propaganda had started 70 years.
The education in China is during Korea war. American tried to invade China so Chinese helped North Korea to protect China.


You can read the movie comment below. Qty of thumb up for Anti American is huge.




This Anti American movie box office ranks all time high in China. 3 times more than Avatar.
 
I'm not kidding. Anti American is a lot higher than you realize. The propaganda had started 70 years.
I'm not surprised. I suspect the only way the Chinese government can get away with the sacrifices it demands of the Chinese people is if the US, and other western countries, are seen as a threat to China's independence.
 
I'm not kidding. Anti American is a lot higher than you realize. The propaganda had started 70 years.
The education in China is during Korea war. American tried to invade China so Chinese helped North Korea to protect China.


You can read the movie comment below. Qty of thumb up for Anti American is huge.




This Anti American movie box office ranks all time high in China. 3 times more than Avatar.

On WeChat many many antiAmerican comments in videos regarding Russian invasion of Ukraine.

Almost everyone on there wants Russia "to win" whatever that means to them.
 
On WeChat many many antiAmerican comments in videos regarding Russian invasion of Ukraine.

Almost everyone on there wants Russia "to win" whatever that means to them.
I've been wondering... if all of these Chinese posters are legitimate, or posting for the Russian propaganda machine? We'll probably never know.
 
With virtually everyone in China being cut off from access to any information outside of the country, the CCP propaganda machine is a super powerful brain washing machine. It is super successful in squashing any brains from any independent thinking.
 
I do not see anti China sentiment amongst my peers but I am sure there are issues across the Untied States, especially when COVID first came about. Either way it does not stop us from buying Chinese products. In China it is "China First" so consumer and business purchasing is definitely anti American.

And yes you can point out attacks against Asians in the US but those same attacks are against everyone, not just one race, religion, or sexual orientation. America is a violent place and it is getting worse by the day. A very small percentage of people, mostly with mental health issues, are responsible for these attacks while the rest of us go on about our business. The American media of course focuses on the 1% of crazy people versus the 99% so it seems worse that it really is and race is always mentioned when it will get more clicks. Just my opinion of course. I was born and raised in California so my experience is different than other parts of the Untied States. We are more of a melting pot here.

Anti Chinese, no. There are incidents but those aggressors are against a lot more than just Chinese.

Anti Chinese Communist Party, yes. It's getting stronger and stronger everyday.

Anti Chairman Xi, yes, you bet.

As far as I can remember that since President George W. Bush, there is always a US cabinet level position that is held by a Chinese American from either Republican or Democratic party. People might not notice it because it's so normal now.

In terms of the diversity and the right to participate the PRC government, I think it's a dream that no mainland Chinese dares to dream. Under the CCP's control, regular people can't even be a mayor candidate for a city. A meaningful and fair election is no where to be seen.

I have to say those frequent and serious Anti Chinese actions nowadays are carried out by the Chinese Communist Party itself.
 
I've been wondering... if all of these Chinese posters are legitimate, or posting for the Russian propaganda machine? We'll probably never know.
It's pretty easy to tell they are real if you spend time to read them.
 
I disagree completely. Many semiconductor companies have groups in India and Vietnam. In fact, semiconductor design is VERY big in India. 10% of SemiWiki traffic comes from India and it is big domain names like Intel, AMD, Synopsys, etc... Vietnam is a fast growing semiconductor hub as well, they are #27 on SemiWiki readership. China is #3 behind India and the US.

China has brutal COVID lockdowns that are disrupting the supply chain. Companies are fleeing China right now. To be fair, all countries have business issues that must be accommodated for. It is the lessor of evils equation and right now China and Russia are not adding up for the semiconductor ecosystem.

You need to separate electronics space from semiconductor. There are relatively big electronics manufacturers with near zero component manufacturing.

Vietnam is an excellent example. Zero own component manufacturing, but they are already second after China despite not having even a single lithium battery plant, or electronics grade injection molding/metalworking factory.

The biggest electronics manufacturer in South Asia is Walton, and it's not even in India.
 
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This is my take on the anti-American sentiment in China:
Yes, some of it is there, but honestly I'd say that it is not that crazy or bad. Most of it on social media is because the government literally supports it. All the Chinese know the government filters everything and constantly spreads propaganda - they aren't stupid - but because of how constantly it is spread, they just sort of accept it. Supposedly the older generation of Chinese people don't care because they see the politics as being all propaganda.

I would agree with the idea that the propaganda has gotten worse in China due to increased technology. 10-15 years ago, people did not really care to listen to politics because they would just not read the newspaper or watch the TV. Now, propaganda is everywhere. But most people in China are more concerned with improving their own lives and getting by.
 
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