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Recent content by nickw

  1. nickw

    US Ban on Americans Aiding China Chip Firms Narrower Than Feared

    A more logical choice is for the US to be more competitive.
  2. nickw

    US Ban on Americans Aiding China Chip Firms Narrower Than Feared

    Also note, had the US maintained it's Foundry leadership postion, this embargo would not be necessary.
  3. nickw

    US Ban on Americans Aiding China Chip Firms Narrower Than Feared

    It is not wise to back anyone up against a wall unless you are willing to fight.
  4. nickw

    India signs deal with Belgium-based IMEC to get chip-making technology

    India will be a great semi competitor. It's in their culture and DNA.
  5. nickw

    40% of Samsung NAND, 40% of SK Hynix DRAM to be affected by US sanctions

    That makes the US China Embargo a pre-emptive strike. How does that reduce the likelihood of a China invasion of Taiwan.
  6. nickw

    40% of Samsung NAND, 40% of SK Hynix DRAM to be affected by US sanctions

    I have a hard time believing the extremely competitive Chinese engineers can be forced out of the semiconductor market by a US embargo. It will not happen. The US should think instead about staying competitive themselves rather than trying to cripple their competitors.
  7. nickw

    Twisted Mess, Buy Chinese, But Don't Sell to Chinese

    The Biden trade policy is an act of war. A rational trade policy is an act of business.
  8. nickw

    Twisted Mess, Buy Chinese, But Don't Sell to Chinese

    Biden's trade policy incentivizes China to develop their own semi tools and penalizes US semi billions of dollars of lost revenue. A rational trade policy does just the opposite. It incentivizes US semi. The Trump approach to China trade was tariffs on China semi. Notice who is penalized by this...
  9. nickw

    Twisted Mess, Buy Chinese, But Don't Sell to Chinese

    The responsibility for the current US trade policy belongs with the current administration. No excuses allowed.
  10. nickw

    The Chip War With China Is Just Getting Started

    US semi and corporations must out smart and out engineer its competition in order to remain leaders. US politicians should not give the impression that they can change that simple fact by fiat. The time is for the US to look at itself rather than demonize someone else.
  11. nickw

    The Chip War With China Is Just Getting Started

    A win would be a fair and prosperous economy for all parties.
  12. nickw

    The Chip War With China Is Just Getting Started

    Yes, but the application of it, which is the hard part, is the Biden administration's responsibility for success or failure. My guess is that it will fail.
  13. nickw

    US persons rule ‘paralyzes’ China but will help Taiwan curb poaching

    Did the Biden administration make its greatest blunder to date?
  14. nickw

    China’s semiconductor industry rocked by US export controls

    The US should worry more about its own competance. Semiconductor knowledge will continue to ramp world wide regardless of attempted emabargos. Stay on the curve or become incompetent.
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